Unleashed Financial LLC
Unleashed Financial LLC (CRD# 182522) is a financial advisory firm headquartered in Kirkland, WA. They manage $1,214,810 in 18 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts18ACCOUNTS
Average Account Value$67,489
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Jason Preti (CRD# 5372695) is an Investment Advisor Representative working at Unleashed Financial LLC in Kirkland, WA and has over 10 years of experience in the finance industry. Jason Preti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.