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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarrett? Claim Your ProfileJarrett Osborn is an investment advisor representative with Cetera Investment Advisers LLC. Jarrett has been in the financial services industry since 1994 and has a Series 7, Series 63, and Series 65 license. Jarrett also holds a SIE license. Jarrett specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Jarrett's previous employers include Summit Brokerage Services, Inc., Raymond James Financial Services, Inc., Prudential Securities Incorporated, and Lehman Brothers Inc.
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.
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2
FL
03/08/2024 - Present
Cetera Investment Advisers LLC (HOLLYWOOD FL)
FL
08/25/2008 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (HOLLYWOOD FL)
FL
05/24/2001 - 08/26/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (HOLLYWOOD FL)
NY
11/15/1994 - 05/29/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/25/1994 - 12/02/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 06/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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