Unclaimed
Jared Parnell Black is a financial advisor with Wells Fargo Clearing Services, LLC. Jared has been in the industry since 1988 and has experience with a variety of firms including A. G. Edwards & Sons, Inc., Lehman Brothers Inc. and Dain Bosworth Incorporated. Jared has a strong track record of providing financial advice and investment management services to individuals, businesses, and institutions. Jared holds Series 7, 9, 10, 31, 52, 62, 63 and 66 licenses as well as the SIE exam. Jared is also a member of the Parish Finance Council at St. Mary's Church in Cheyenne, Wyoming.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WY
07/03/2017 - Present
Wells Fargo Clearing Services, LLC (CHEYENNE WY)
WY
05/12/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHEYENNE WY)
NY
04/16/1993 - 05/05/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/04/1991 - 04/12/1993
DAIN BOSWORTH INCORPORATED
NA
11/21/1988 - 12/10/1991
REEVES AND COMPANY, INVESTMENTS AND SECURITIES, INC.
BOTH
Issued 05/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/05/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 03/23/1992
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1989
Series 52 - Municipal Securities Representative Examination
BC
Issued 04/03/1989
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/18/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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