Unclaimed
Jared Scott Smith is a financial professional with experience in the financial services industry. Jared has been active in the industry since October 2014. Jared is registered with Capital Client Group, Inc. Jared is licensed in Indiana and New York. Jared has a Series 63, Series 7TO, SIE and Series 6 license.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
IN
10/02/2014 - Present
Capital Client Group, Inc. (CARMEL IN)
BC
Issued 10/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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