Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarrid? Claim Your ProfileJarrid Hicks is an active investment advisor representative registered in Texas with Wells Fargo Clearing Services, LLC. Jarrid has been working in the financial industry since 2002 and has held various positions at different firms including Wells Fargo Investments, LLC, Capital One Investments, LLC and Countrywide Investment Services, Inc. Jarrid has a diverse range of professional certifications, including Series 6, 7, 63, and 65 licenses, as well as the Securities Industry Essentials (SIE) exam. Jarrid also holds ownership in Grey Shadow, LLC DBA Shoot-Ist, which is a non-investment related business.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
TX
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (HOUSTON TX)
TX
12/12/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (HUMBLE TX)
TX
05/18/2006 - 12/05/2007
CAPITAL ONE INVESTMENTS, LLC (PORT LAVACA TX)
TX
03/10/2006 - 05/10/2006
COUNTRYWIDE INVESTMENT SERVICES, INC. (HOUSTON TX)
LA
07/22/2002 - 02/14/2006
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
IA
Issued 02/04/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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