Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarrod? Claim Your ProfileJarrod Franklin Hirschfeld is a financial advisor with Raymond James Financial Services Advisors, Inc., serving clients in Toledo, OH. Jarrod has been in the financial services industry since 2003. Jarrod has a wide range of experience, including working with insurance companies, charitable organizations, high-net-worth individuals, and corporations. Jarrod holds the Series 7, 63, and 65 licenses, as well as the SIE designation. Jarrod is also registered in 44 states and has extensive experience working with various clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
09/16/2024 - Present
Raymond James Financial Services Advisors, Inc. (Toledo OH)
OH
07/23/2003 - 09/20/2006
EDWARD JONES (TOLEDO OH)
IA
Issued 10/16/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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