Unclaimed
Jaren Scott Kiser is a financial advisor with Alphastar Capital Management. Jaren has been in the industry for over a decade and has experience providing financial advice to a variety of clients, including individuals, families, and businesses. Jaren is a Certified Financial Planner and holds the Series 6, 7, 63, 65 and SIE licenses. Prior to joining Alphastar Capital Management, Jaren was a financial advisor at Private Client Services, LLC, and Sterne Agee Financial Services, Inc. Jaren is dedicated to helping clients reach their financial goals and providing them with the guidance and support they need to make informed financial decisions.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
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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2
NC
06/22/2021 - Present
Alphastar Capital Management (CORNELIUS NC)
NC
06/29/2016 - 01/17/2019
PRIVATE CLIENT SERVICES, LLC (ALBEMARLE NC)
NC
02/23/2012 - 10/26/2012
STERNE AGEE FINANCIAL SERVICES, INC. (CONCORD NC)
NC
08/05/2009 - 03/07/2012
SYNERGY INVESTMENT GROUP, LLC (KANNAPOLIS NC)
GA
08/29/2008 - 08/04/2009
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 07/08/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/27/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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