Unclaimed
Jared Shaber is a financial professional with experience in the industry since 2013. Jared is currently registered with Houlihan Lokey Capital, Inc. in New York. Jared has a Series 63, SIE, 79, 87, 86 and Series 7 license. Prior to his current position, Jared worked for Citigroup Global Markets Inc. and UBS Securities LLC. Jared is a dedicated financial advisor who is committed to providing his clients with the best possible service.
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.
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.
1
2
NY
04/23/2019 - Present
Houlihan Lokey Capital, Inc. (NEW YORK NY)
NY
08/07/2017 - 04/15/2019
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/22/2011 - 06/23/2015
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 08/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/07/2011
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/02/2011
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jared Shaber is the right advisor for you? Invested Better is here to help.