Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Wurtzel is a financial advisor with Raymond James & Associates, Inc. in Sarasota, FL. Jared has been in the financial industry for over 10 years. He holds the Series 7, Series 63, and Series 65 licenses. Jared is a Certified Financial Planner. His previous experience includes working at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Northwestern Mutual Investment Services, LLC. Jared has extensive experience in the financial services industry and is committed to providing personalized financial planning and investment advice to individuals and families.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
06/06/2024 - Present
Raymond James & Associates, Inc. (SARASOTA FL)
FL
09/16/2011 - 01/02/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PUNTA GORDA FL)
IN
06/07/2011 - 08/10/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FORT WAYNE IN)
BC
Issued 03/18/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2024
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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