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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Richard Lane is an investment advisor representative with Equitable Advisors, LLC. Jared has been in the industry for 4 years and is registered with the state of Pennsylvania. Jared is also registered with the state of Colorado, Connecticut, Kentucky, and North Carolina. Jared has passed the Series 7TO, Series 99TO, and SIE exams and has been registered with PNC Capital Markets LLC in the past. Jared specializes in offering financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Jared is committed to providing clients with the highest level of service and expertise.
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.
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.
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2
PA
04/17/2024 - Present
Equitable Advisors, LLC (ERIE PA)
PA
12/18/2019 - 12/03/2020
PNC CAPITAL MARKETS LLC (PITTSBURGH PA)
BOTH
Issued 03/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2019
Series 99TO - Operations Professional Examination
BC
Issued 08/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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