Unclaimed
Jarrad Smith is a financial professional with over 20 years of experience in the industry. Jarrad is currently registered with Fidelity Brokerage Services LLC and is a Series 6, 7, and 63 licensed representative. Jarrad has held previous roles at Fidelity Investments Institutional Services Company, Inc. and Quick & Reilly, Inc. Jarrad holds a SIE license and has been actively registered with the state of Georgia.
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.
1
2
GA
01/01/2008 - Present
Fidelity Brokerage Services LLC (ATLANTA GA)
MA
06/28/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
RI
11/24/2003 - 11/02/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NY
06/30/2003 - 08/20/2003
QUICK & REILLY, INC. (NEW YORK NY)
RI
06/15/2000 - 06/12/2003
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 09/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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