Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Anthony Galardy is a financial advisor with Cambridge Investment Research Advisors, Inc. located in Corona, California. Jason has been in the financial industry since August 2006. Jason has a Series 7 and Series 66 licenses. Jason is registered with the state of California as both a Broker/Dealer and Investment Advisor. Jason is registered with other states including: Arizona, Colorado, Florida, Idaho, Indiana, Michigan, Nevada, New York, South Carolina, Tennessee, Texas, Virginia, Washington and Wisconsin. In addition to being a financial advisor, Jason is a registered representative of Cambridge Investment Research, Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
03/28/2024 - Present
Cambridge Investment Research Advisors, Inc. (Corona CA)
CA
01/24/2014 - 10/10/2019
FSC SECURITIES CORPORATION (ALISO VIEJO CA)
CA
01/27/2009 - 02/03/2014
NATIONAL PLANNING CORPORATION (IRVINE CA)
CA
06/27/2006 - 11/24/2008
MERCER ALLIED COMPANY, L.P. (IRVINE CA)
BOTH
Issued 07/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Galardy is the right advisor for you? Invested Better is here to help.
