Dear Investors,

In a time when everyone is trying to sell you financial advice, a truly independent opinion is key.  Unlike your bank or your insurance agent, an independent representative can help you navigate among the thousands of choices available to you.

I'm an independent financial advisor located in Mentor, OH.  I've been in the business since 1998, and differentiate myself by offering objective advice to my clientele, keeping a flexible appointment schedule to meet the needs of my working clients, and educating clients in a manner in which they can understand.

My office is located at 7537 Mentor Ave, Suite 310 in the Colonial Plaza building about 1/4 mile east of the Route 306 and Mentor Avenue Intersection. Please give me a call for a free, no obligation consultation of your current financial situation.

Sincerely,
Jarad Regano

Industry Experience and Qualifications

o    Entered Financial Services Industry in 1998

o    Graduated from Cleveland State University, cum laude, with degree in business in 1998

o    Joined Signator Investors, Inc. as a financial advisor in 1998

o    Earned Ohio Life and Health License in 1999

o    Earned NASD Series 7 License in June, 1999.  This license allows Jarad to advise clients on both packaged securities such as mutual funds as well as individual stocks and bonds

o    Graduated with an MBA in Finance from Cleveland State University in 2001. 

o    Became an advisor with FSC Securities, Inc. in 2001.  The move allowed Jarad the opportunity to become truly independent, giving him access to thousands of investment products.

o    Licensed to sell Property and Casualty Insurance

o    Became advisor with Legacy Financial Services, Inc. (later Multi-Financial, Inc.) in 2003. 

o    Earned NASD Series 63 License in 2007

o    Has made a commitment to clients to maintain independent with his broker-dealer affiliations both now and in the future.  This promise will give the client a more objective approach to investment recommendations than it would be from many other advisors in the industry.