Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarrad? Claim Your ProfileJarrad John Dimaggio is an Investment Advisor Representative at RBC Capital Markets, LLC, in SAN FRANCISCO. Jarrad has been in the financial services industry since 2009. Jarrad's previous experience includes SECURIAN FINANCIAL SERVICES, INC., FARMERS FINANCIAL SOLUTIONS, LLC and SAYBRUS EQUITY SERVICES, INC. Jarrad is registered in California.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
CA
01/20/2023 - Present
RBC Capital Markets, LLC (SAN FRANCISCO CA)
CA
10/15/2021 - 11/02/2022
SECURIAN FINANCIAL SERVICES, INC. (SAN RAMON CA)
CA
05/25/2016 - 10/08/2021
FARMERS FINANCIAL SOLUTIONS, LLC (PLEASANT HILL CA)
CT
08/14/2013 - 04/05/2016
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
CA
05/28/2010 - 01/10/2013
METLIFE SECURITIES INC. (WALNUT CREEK CA)
CA
09/14/2007 - 03/18/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CONCORD CA)
IA
Issued 01/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/05/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/20/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/20/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/20/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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