Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Oujo is a financial advisor with Avantax Advisory Services. Jack has been in the industry since January 14, 1993. Jack has a strong background in both investment and insurance services, offering a comprehensive approach to financial planning. Jack holds several licenses and certifications, including the Series 6, 63, 65, 52, 22 and SIE. Jack is also a Certified Financial Planner. In addition to financial planning, Jack provides tax and accounting services through Jack Oujo CPA, Inc. Jack's extensive experience and diverse skillset make Jack a valuable resource for clients seeking financial guidance and support.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
NJ
01/29/2024 - Present
Avantax Advisory Services (WALL NJ)
IA
Issued 11/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2006
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/28/2000
Series 52 - Municipal Securities Representative Examination
BC
Issued 12/03/1999
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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