Unclaimed
Jared Thomas Dubeansky is a financial advisor in Independence, OH. Jared has been working in the financial services industry since February 2015. Jared is registered with Voya Financial Advisors, Inc. and is licensed to provide financial advice in Florida, North Carolina, and Ohio. Jared also holds Series 6 and SIE licenses. Jared has been associated with Verdi Group since May 2011. Jared provides financial advice to individuals, high-net-worth individuals, charitable organizations, and corporations or other businesses. Jared's areas of expertise include investment advisory, financial planning, pension consulting, educational seminars, market timing services, and selection of other advisors.
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.
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.
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2
OH
01/05/2017 - Present
Voya Financial Advisors, Inc. (INDEPENDENCE OH)
BC
Issued 06/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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