Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Richard Motzenbecker is a financial advisor with LPL Financial LLC. Jared has been in the financial industry since 2005 and has experience working with individuals, high-net-worth individuals, corporations, and businesses. Jared is also a Certified Financial Planner and has a Series 6, Series 7, and Series 63 license. Jared is registered to provide investment advice in Florida, Georgia, Kentucky, Maine, Maryland, New Jersey, New York, North Carolina, Ohio, Rhode Island, Texas, and Virginia. Jared currently works out of the Lakewood Ranch, Florida office of LPL Financial LLC.
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.
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2
FL
01/25/2022 - Present
LPL Financial LLC (LAKEWOOD RANCH FL)
MA
12/19/2012 - 04/02/2021
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
NY
01/22/2010 - 12/10/2012
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
FL
07/01/2005 - 01/15/2010
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
BC
Issued 03/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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