Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Wayne Stauffer is a financial professional with over 20 years of experience in the financial services industry. Jared has a strong background in securities and investment advisory services, and has been registered with FINRA and the SEC since 2002. Jared is currently registered as an investment advisor representative with Eagle Strategies LLC. Jared has a strong track record of providing financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and charitable organizations. Jared is also a Certified Financial Planner. Jared's professional focus is on providing financial advice and investment management to a variety of clients, including those with a wide range of financial goals.
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.
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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MI
06/23/2023 - Present
Eagle Strategies LLC (GRAND RAPIDS MI)
BC
Issued 4/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2007
Series 7 - General Securities Representative Examination
BC
Issued 4/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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