Unclaimed
Jared Silverman is a financial advisor with over 9 years of experience in the industry. Jared currently works at Oppenheimer & Co. Inc. in TAMPA, FL and is registered with both FINRA and the state of Florida. Jared also holds Series 66, Series 10, Series 9, SIE, and Series 7 licenses. Prior to joining Oppenheimer & Co. Inc., Jared was a registered representative with Raymond James & Associates, INC. in WOODBURY, NY. Jared is a dedicated professional who is committed to providing their clients with the highest quality financial advice.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
04/07/2021 - Present
Oppenheimer & Co. Inc. (TAMPA FL)
NY
06/13/2013 - 11/08/2016
RAYMOND JAMES & ASSOCIATES, INC. (WOODBURY NY)
BOTH
Issued 10/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/06/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jared Silverman is the right advisor for you? Invested Better is here to help.