Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarrod? Claim Your ProfileJarrod Fletcher Slater is a registered representative with Wells Fargo Clearing Services, LLC. Jarrod has been in the securities industry since August 2002 and is registered with the state of Connecticut and Texas. He is also licensed as an investment advisor representative in Connecticut and Texas. Jarrod's prior experience includes positions at Janney Montgomery Scott LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Advest, Inc. and MONY Securities Corporation. Jarrod specializes in providing financial planning, portfolio management, and investment consulting services to both individuals and businesses. He is a member of the Wells Fargo Advisors team.
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
CT
04/26/2011 - Present
Wells Fargo Clearing Services, LLC (NEW HAVEN CT)
CT
03/12/2007 - 02/28/2011
JANNEY MONTGOMERY SCOTT LLC (DARIEN CT)
CT
03/08/2006 - 02/09/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTPORT CT)
CT
04/01/2003 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
NY
08/01/2002 - 04/07/2003
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 03/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/26/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2014
Series 3 - National Commodity Futures Examination
BC
Issued 07/31/2002
Series 7 - General Securities 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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