Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Urbantke is a registered investment advisor representative with International Assets Investment Management, LLC. Jared has been in the industry since March 2023. Jared is licensed to provide investment advice in the following states: California, Connecticut, Nevada, New Mexico, Oklahoma, Texas, Virginia, Washington, and Wyoming. Jared is also registered as a registered representative in Texas. Jared has passed the Series 7TO, SIE, and Series 66 exams.
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.
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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FL
09/07/2023 - Present
International Assets Investment Management, LLC (ORLANDO FL)
BOTH
Issued 04/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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