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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Andrew Sutfin is an investment advisor representative with Cetera Investment Advisers LLC. Jason has been in the financial services industry since January 15, 1996 and has been registered with Cetera Investment Advisers LLC since January 2014. Cetera Investment Advisers LLC is a registered investment advisor with offices in Schaumburg, Illinois. The firm provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management services to individuals, businesses, and investment companies. Jason's specializations include investments, retirement planning, and estate planning.
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.
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2
IL
03/20/2018 - Present
Cetera Investment Advisers LLC (ROBINSON IL)
MN
05/14/1998 - 11/29/1999
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
TN
12/01/1998 - 04/29/1999
PFIC SECURITIES CORPORATION (FRANKLIN TN)
MN
05/14/1998 - 05/14/1998
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
10/02/1995 - 09/30/1997
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
FL
01/09/1992 - 05/06/1992
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
IA
Issued 10/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/29/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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