Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarrod? Claim Your ProfileJarrod Liebel is an experienced financial advisor with over 17 years in the industry. Jarrod is a Registered Representative of Raymond James Financial Services Advisors, Inc., a leading independent broker-dealer, and also serves as an investment advisor representative of Raymond James Financial Services, Inc. He has a wide range of experience, working with individuals, families, and businesses in developing comprehensive financial plans and investment strategies. Jarrod is committed to providing personalized advice and guidance to help clients achieve their financial goals.
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
MA
10/01/2019 - Present
Raymond James Financial Services Advisors, Inc. (E Longmeadow MA)
MA
01/05/2016 - 10/01/2019
INFINEX INVESTMENTS, INC. (HOLYOKE MA)
TX
11/28/2014 - 12/07/2015
BBVA SECURITIES INC. (DALLAS TX)
TX
05/05/2010 - 11/20/2014
LPL FINANCIAL LLC (LEWISVILLE TX)
TX
11/17/2005 - 01/12/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (PLANO TX)
MA
11/07/2002 - 12/05/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 09/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jarrod Liebel is the right advisor for you? Invested Better is here to help.
