Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Skurla is a financial professional who has been in the industry since 2011. Jared is currently registered with Dimensional Fund Advisors LP. Jared has passed the Series 65, Series 7TO and SIE exams and is licensed to provide investment advice in 49 states. Jared also holds the Certified Financial Planner designation.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
07/28/2021 - Present
Dimensional Fund Advisors LP (CHARLOTTE NC)
BC
Issued 10/27/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/24/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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