Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Robert Sweitzer is a financial advisor who has been in the industry since December 23, 2002. Jared is currently registered with Commonwealth Financial Network, where Jared has been employed since September 2003. Prior to joining Commonwealth Financial Network, Jared worked at The Advisors Group, Inc. and H&R Block Financial Advisors, Inc. Jared holds the Series 6, Series 7, and Series 63 licenses as well as the SIE exam. Jared is also a Certified Financial Planner. Jared's specializations include Retirement Planning, College Savings, Estate Planning, Insurance Planning, and Tax Planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
05/30/2007 - Present
Commonwealth Financial Network (PHOENIX AZ)
MD
08/07/2003 - 09/16/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
MI
09/19/2001 - 05/03/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BC
Issued 10/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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