Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Landis is a financial advisor with Fidelity Personal and Workplace Advisors. Jared has been in the financial services industry since 2013. Jared has a Series 7, 9, 10, 63, and 66 license, as well as the Securities Industry Essentials Exam (SIE). Jared is registered in all 50 states. Jared has prior experience with Charles Schwab & Co., Inc. and USAA Financial Advisors, Inc.
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.
A percentage of the total value of assets under management is charged.
1
2
UT
02/05/2019 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
CA
10/08/2015 - 12/24/2018
CHARLES SCHWAB & CO., INC. (NEWPORT BEACH CA)
AZ
05/06/2014 - 05/26/2015
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
06/12/2013 - 04/25/2014
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 06/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/22/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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