Unclaimed
Jared Ranger is a financial professional with over 18 years of experience in the financial services industry. Jared is currently registered with LPL Financial LLC and has been with them since 2007. Prior to that, Jared was registered with Citigroup Global Markets Inc. Jared's areas of expertise include financial planning, portfolio management, and other non-discretionary advisory services. Jared holds a Series 63, 66, 7, 9, and 10 licenses. Jared has a reputation for providing personalized financial advice to individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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
ME
01/27/2020 - Present
LPL Financial LLC (WILTON ME)
ME
05/27/2004 - 02/27/2007
CITIGROUP GLOBAL MARKETS INC. (PORTLAND ME)
MA
07/24/2002 - 09/09/2002
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
BOTH
Issued 02/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/19/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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