Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Ottmers is a financial advisor with Cambridge Investment Research Advisors, Inc. Jared has been in the financial services industry for over 15 years. Jared is a Certified Financial Planner and has a Series 7, Series 63, and Series 66 license. Jared is registered with the following states: California, Colorado, Florida, Idaho, Iowa, Michigan, Mississippi, Missouri, New Jersey, Oklahoma, Oregon, Pennsylvania, Texas, and Washington. Jared provides a variety of financial services, including financial planning, portfolio management, and retirement planning. Jared also works with clients on insurance and benefits, human resources, and trading. Jared's primary office is in Conroe, TX. Jared also has offices in Denton, TX and Fort Worth, TX.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
01/19/2016 - Present
Cambridge Investment Research Advisors, Inc. (Conroe TX)
TX
12/06/2013 - 10/08/2015
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
01/25/2008 - 08/01/2013
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 01/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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