Unclaimed
Jarriet Bluitt is a financial advisor registered with Stifel Independent Advisors, LLC. Jarriet has over 8 years of experience in the financial services industry. Jarriet is registered to offer securities and investment advisory services in Arkansas, Georgia, Louisiana, Michigan, Mississippi, New Jersey, South Carolina, Texas. Jarriet holds the Series 6, 7 and 66 securities registrations as well as the SIE. Jarriet's previous employers include PRIVATE CLIENT SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CAPITAL ONE INVESTING, LLC and J.P. MORGAN SECURITIES LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
06/12/2023 - Present
Stifel Independent Advisors, LLC (ST. LOUIS MO)
LA
08/06/2020 - 06/14/2023
PRIVATE CLIENT SERVICES, LLC (Shreveport LA)
LA
09/10/2018 - 08/11/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHREVEPORT LA)
TX
01/02/2015 - 04/06/2018
CAPITAL ONE INVESTING, LLC (Flower Mound TX)
LA
10/28/2014 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (SHREVEPORT LA)
LA
03/26/2013 - 02/12/2014
J.P. MORGAN SECURITIES LLC (DERIDDER LA)
BOTH
Issued 12/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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