Unclaimed
Jasmine Ball is a financial advisor at LPL Financial LLC. Jasmine has been in the financial services industry since 2013. Jasmine holds a Series 6, Series 7, Series 24, Series 26, Series 51, Series 63, and Series 65 licenses. Jasmine is also a Certified Financial Planner. Jasmine provides a variety of financial services to individuals, families, businesses, and institutions. Jasmine is committed to helping clients achieve their financial goals.
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.
1
2
OK
12/16/2021 - Present
LPL Financial LLC (TULSA OK)
CA
06/20/2019 - 12/17/2021
CETERA INVESTMENT SERVICES LLC (MONROVIA CA)
CA
08/18/2014 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (MONROVIA CA)
ND
06/18/2013 - 08/14/2013
SECURIAN FINANCIAL SERVICES, INC. (MANDAN ND)
MN
06/20/2012 - 05/28/2013
FIRST INVESTORS CORPORATION (EDINA MN)
IA
Issued 01/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/27/2018
Series 24 - General Securities Principal Examination
BC
Issued 09/21/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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