Jared comes to the McConachie Team with 14 years of industry experience. He has worked with clients from all walks of life, leveraging his expertise as a retirement benefits specialist and financial advisor to help people focus on what matters most - spending more time on the pursuits that bring joy and meaning to their lives. Jared operates with a client-first mindset and looks forward to growing long-term relationships with those entrusted to his care. Licenses: S66, S7, Life, Accident & HealthI am licensed to sell insurance in: MN - https://brokercheck.finra.org/individual/summary/7781443I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 100 South Fifth Street, Suite 2300, Minneapolis, MN 55402. (612) 333-1413. 1. Charterpoint Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies
Listed skills include Customer Service, Sales, Employee Benefits, Recruiting, and 19 others.