Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jace? Claim Your ProfileJace Kasteler is a financial advisor at LPL Financial LLC. Jace has been in the industry for over 4 years. Jace has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Jace is also registered in multiple states and is a registered representative of FINRA. Jace's areas of expertise include investment planning, retirement planning, and estate planning.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WA
04/19/2023 - Present
LPL Financial LLC (FEDERAL WAY WA)
WA
05/07/2019 - 04/25/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TACOMA WA)
BOTH
Issued 07/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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