Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Evangelous is a financial professional with over 14 years of experience in the financial services industry. Jared currently works at Cetera Investment Advisers LLC and is registered as an Investment Adviser Representative. Previously, Jared worked at Empower Financial Services, Inc., Putnam Retail Management Limited Partnership, and MetLife Securities Inc. Jared holds Series 7, Series 63, Series 65, and SIE licenses and is registered in Connecticut, Maine, Massachusetts, New Hampshire, New York, Rhode Island, and Vermont. Jared specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for 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.
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.
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
MA
03/21/2024 - Present
Cetera Investment Advisers LLC (WESTBOROUGH MA)
MA
01/13/2015 - 12/16/2022
EMPOWER FINANCIAL SERVICES, INC. (ANDOVER MA)
MA
12/19/2011 - 10/02/2015
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
MA
06/18/2008 - 10/11/2010
METLIFE SECURITIES INC. (WESTBORO MA)
IA
Issued 01/21/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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