Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared R. McDaniel is a financial advisor at Cornerstone Wealth. Jared has been in the industry for 16 years and has a strong background in providing financial advice. He is a Certified Financial Planner™ and a Chartered Financial Analyst, and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Jared specializes in providing wealth management, financial planning, and investment advisory services to high-net-worth individuals, families, and businesses. He has a long history of working at prominent financial institutions including CNR Securities, LLC and Deutsche Bank Securities Inc. Cornerstone Wealth provides financial advice to individual and institutional clients. Their services include financial planning, investment management, retirement planning, and insurance planning. The firm has a team of experienced professionals dedicated to providing their clients with personalized financial guidance.
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.
Management of variable annuity sub-accounts, credit and cash management solutions and insurance solutions
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.
A percentage of the total value of assets under management is charged.
Revenue sharing on eligible credit and cash management solutions
1
2
FL
04/08/2024 - Present
Cornerstone Wealth (Tampa FL)
FL
07/23/2014 - 03/28/2024
CNR SECURITIES, LLC (LAKE MARY FL)
VT
09/14/2012 - 08/04/2014
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
NY
01/01/2008 - 09/17/2012
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 06/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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