Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Ross Marx is a financial advisor with NFP Retirement Inc. Jared has been in the financial services industry since 2016, and has a Series 7, Series 66 and SIE licenses. Jared has also earned the designation of Chartered Financial Analyst. Jared has experience with clients including high net worth individuals, corporations, pension and profit sharing plans and individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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
MD
11/21/2022 - Present
NFP Retirement Inc. (Bethesda MD)
MD
11/17/2016 - 11/16/2022
KESTRA INVESTMENT SERVICES, LLC (BETHESDA MD)
BOTH
Issued 03/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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