Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared William Hollander is a financial advisor at Cambridge Investment Research Advisors, Inc. Jared is a Certified Financial Planner and a Chartered Financial Consultant. Jared has been working in the financial industry since 2020. Jared has been registered with Cambridge Investment Research Advisors, Inc. since 2021 and was previously registered with CUNA BROKERAGE SERVICES, INC. Jared has a Series 7TO, Series 66, and SIE license. Jared holds licenses in New York, North Carolina, and Tennessee. Jared works with individuals and businesses to help them achieve their 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.
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.
Solicitation fees from 3rd party money managers
1
2
NY
02/25/2021 - Present
Cambridge Investment Research Advisors, Inc. (Massena NY)
NY
05/16/2020 - 03/11/2021
CUNA BROKERAGE SERVICES, INC. (Massena NY)
BOTH
Issued 09/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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