Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarred? Claim Your ProfileJarred Elwell is an investment advisor representative with United Planners' Financial Services of America A Limited Partner. Jarred has been in the industry since December 2017 and holds Series 7, 63, 65, and SIE licenses. Jarred's firm specializes in providing financial planning, portfolio management for individuals, and pension consulting services.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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
OK
05/15/2019 - Present
United Planners' Financial Services OF America A Limited Partner (NORMAN OK)
OK
03/19/2015 - 06/08/2015
VSR FINANCIAL SERVICES, INC. (OKLAHOMA CITY OK)
BC
Issued 06/06/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/08/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jarred Elwell is the right advisor for you? Invested Better is here to help.
