Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared O'Roak is a financial advisor with Raymond James Financial Services Advisors, Inc., and has been in the industry since October 2001. Jared is registered in 53 states and 2 jurisdictions and has experience working with a wide range of clients, including individuals, businesses, pension plans, and charitable organizations. Jared works with clients to develop personalized financial plans and investment strategies to help them reach their financial goals. Jared also provides a variety of advisory services, including financial planning, portfolio management, and investment consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ME
02/16/2023 - Present
Raymond James Financial Services Advisors, Inc. (Hampden ME)
ME
01/14/2011 - 03/07/2023
MORGAN STANLEY (BANGOR ME)
ME
10/23/2009 - 01/25/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BANGOR ME)
ME
01/14/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BANGOR ME)
ME
10/24/2001 - 01/15/2008
FIDELITY BROKERAGE SERVICES LLC (PORTLAND ME)
BOTH
Issued 10/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/05/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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