Unclaimed
Jarrod Daniel Toland is a financial advisor at Cetera Investment Advisers LLC. Jarrod has been in the financial industry since 2005 and holds both Series 7 and Series 63 licenses. Jarrod is also a registered Investment Advisor (IA) in both Arkansas and Texas. Jarrod has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. Jarrod can help clients with a variety of financial needs, such as retirement planning, investment management, and estate planning. Jarrod is committed to providing his clients with personalized financial advice and guidance.
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
AR
11/12/2020 - Present
Cetera Investment Advisers LLC (RUSSELLVILLE AR)
AR
09/08/2005 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (RUSSELLVILLE AR)
IA
Issued 6/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/7/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/5/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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