Unclaimed
Jarrett Krienes is a financial advisor with Cetera Investment Advisers LLC in Tampa, Florida. Jarrett has been in the financial services industry since 1998. Jarrett holds the Series 63, 65, 7, 11 and SIE licenses. Jarrett has previously worked with Fifth Third Securities, Invest Financial Corporation, New England Securities, OneAmerica Securities, Inc., NYLIFE Securities LLC, Northwestern Mutual Investment Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Allstate Financial Services, LLC, H&R Block Financial Advisors, Inc., Shields & Company and Barron Chase Securities, Inc. Jarrett is registered to provide advisory services in Florida and 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.
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.
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.
1
2
FL
08/06/2018 - Present
Cetera Investment Advisers LLC (TAMPA FL)
FL
07/29/2015 - 12/04/2017
FIFTH THIRD SECURITIES, INC. (BAYONET POINT FL)
FL
10/09/2012 - 07/24/2015
INVEST FINANCIAL CORPORATION (INGLIS FL)
FL
11/24/2010 - 10/09/2012
NEW ENGLAND SECURITIES (TAMPA FL)
FL
12/21/2010 - 01/19/2011
ONEAMERICA SECURITIES, INC. (TAMPA FL)
FL
06/23/2009 - 11/29/2010
NYLIFE SECURITIES LLC (SPRING HILL FL)
FL
03/18/2009 - 05/20/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TAMPA FL)
FL
02/27/2008 - 01/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEARWATER FL)
FL
08/26/2002 - 01/30/2008
ALLSTATE FINANCIAL SERVICES, LLC (SPRING HILL FL)
MI
11/27/2001 - 07/12/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
04/07/1997 - 11/26/2001
SHIELDS & COMPANY (NEW YORK NY)
FL
01/01/1997 - 04/14/1997
BARRON CHASE SECURITIES, INC. (BOCA RATON FL)
IA
Issued 3/4/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1996
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
Not sure Jarrett Krienes is the right advisor for you? Invested Better is here to help.