Unclaimed
Jared Randal Larson is a financial professional with over 29 years of experience in the industry. Jared currently works at Fidelity Brokerage Services LLC where Jared is registered as a broker. Prior to this, Jared was employed with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Jared is licensed in North Carolina.
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.
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.
1
2
NC
06/04/2013 - Present
Fidelity Brokerage Services LLC (CHARLOTTE NC)
NC
05/11/2007 - 04/11/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
TX
09/25/2000 - 04/03/2007
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
RI
07/30/1997 - 09/25/2000
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
09/09/1993 - 07/30/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 05/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/21/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2006
Series 3 - National Commodity Futures Examination
BC
Issued 03/23/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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