Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Anderson is an investment advisor representative with Momentum Independent Network Inc., a firm headquartered in Dallas, Texas. Jason has been in the financial services industry since August 2000, and holds the Series 6, 7, 63, and 66 licenses. Jason’s prior experience includes time with FSB Warner Financial, Inc. and Piper Jaffray & Co. Jason offers financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TX
05/07/2015 - Present
Momentum Independent Network Inc. (DALLAS TX)
IA
10/11/2004 - 10/13/2010
FSB WARNER FINANCIAL, INC. (SIOUX CITY IA)
MN
01/31/2001 - 09/30/2004
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
MI
07/24/2000 - 02/09/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 03/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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