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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 Anton Bednarz is a financial advisor with Prospera Financial Services, Inc. Jason has been in the financial industry since 1997 and is registered with the state of Texas. Jason has a diverse range of experience working with individuals, high-net-worth individuals, trusts, corporations, charitable organizations, and pension and profit-sharing plans. Jason has earned numerous licenses and certifications, including Series 3, 7, 9, 10, 63, 65, SIE and 99TO. Jason focuses on providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
TX
10/30/2009 - Present
Prospera Financial Services, Inc. (DALLAS TX)
TX
08/30/2002 - 11/05/2009
RBC CAPITAL MARKETS CORPORATION (PLANO TX)
NY
01/28/1997 - 09/06/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 02/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/27/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1997
Series 3 - National Commodity Futures Examination
BC
Issued 01/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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