Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarrod? Claim Your ProfileJarrod Steven Means is a registered representative and investment advisor representative with Alight Financial Advisors, LLC. Jarrod Means has been in the industry since February 2020 and has a Series 7, Series 66 and SIE license. Jarrod Means is currently registered in 52 states and 2 other jurisdictions. Jarrod Means is located in Waco, Texas and works with Alight Financial Advisors, LLC's Waco, TX and Charlotte, NC office.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set-up fees and related services
1
2
TX
03/11/2022 - Present
Alight Financial Advisors, LLC (Waco TX)
TX
02/12/2020 - 02/24/2022
AMERIPRISE FINANCIAL SERVICES, LLC (AUSTIN TX)
BOTH
Issued 03/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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