Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Newman is a financial professional with over 20 years of experience in the industry. Jared has a strong background in the securities industry, holding Series 7, 9, 10 and 63 licenses. Jared is currently registered with Fidelity Brokerage Services LLC. Before that, Jared was registered with NATIONAL FINANCIAL SERVICES LLC. Jared's current practice is focused on providing financial advice to individuals and families in the Covington, Kentucky area.
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.
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.
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2
KY
03/10/2009 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
KY
11/29/2007 - 12/17/2008
NATIONAL FINANCIAL SERVICES LLC (COVINGTON KY)
KY
01/19/2001 - 07/06/2007
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BC
Issued 10/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/19/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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