Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Lauritsen is an investment advisor representative at Geneos Wealth Management, Inc. Jason has been in the financial services industry since 2000. Jason holds Series 6, 7, 63 and 65 licenses. In addition to Geneos Wealth Management, Inc. Jason has also worked at PROEQUITIES, INC. and SIGNATOR INVESTORS, INC. Jason is currently registered with the states of Minnesota, North Dakota and South Dakota.
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
ND
11/29/2005 - Present
Geneos Wealth Management, Inc. (WEST FARGO ND)
AL
01/30/2004 - 12/31/2004
PROEQUITIES, INC. (BIRMINGHAM AL)
MA
04/28/2000 - 12/08/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 11/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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