Jared Hollar

Financial Planner at Pruco Securities, Llc @Prudential Financial

Lima, OH, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2021 — Present

Financial Planner at Pruco Securities, Llc @Prudential Financial

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Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment.

EDUCATION

2017 — 2020

Bowling Green State University

Bachelor of Business Administration - BBA

2019 — 2019

BI Norwegian Business School

Business Administration and Management, General

ABOUT JARED HOLLAR

Life is constantly in motion. Because of the constant movement, financial decisions can…

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