Unclaimed
Jackson Devere Parrish is a financial advisor who has been in the industry since 2023. Jackson Devere Parrish is currently registered with Osaic Wealth, Inc. in Indiana and Texas. Jackson Devere Parrish was previously employed with Securities America, Inc. in Indiana. Jackson Devere Parrish holds the Series 7TO, SIE, and Series 66 licenses and is able to provide a range of financial services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
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.
1
2
IN
06/14/2024 - Present
Osaic Wealth, Inc. (INDIANAPOLIS IN)
IN
04/12/2023 - 06/14/2024
SECURITIES AMERICA, INC. (INDIANAPOLIS IN)
BOTH
Issued 12/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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