Unclaimed
Jarrod Daniel Toland is a financial advisor with over 17 years of experience in the industry. Jarrod Toland is currently registered with Cetera Investment Advisers LLC and is located in RUSSELLVILLE, AR. Jarrod Toland's previous experience includes FIRST ALLIED SECURITIES, INC. in RUSSELLVILLE, AR. Jarrod Toland has passed the Series 63, Series 65, Series 7, and SIE exams. Jarrod Toland has a variety of licenses in multiple states including AR, CA, CO, FL, GA, IL, IN, IA, KY, LA, MI, NV, NC, OK, SD, TN, TX, WA, and WY.
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 06/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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