Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Lisec is a financial advisor with over 25 years of experience in the industry. He is currently registered with Hilltop Securities Inc. in Dallas, TX. Jason is a Series 7, 24, 53, and 63 licensed advisor. He is also registered as a principal with FINRA. Jason's previous experience includes working for BANC of America Securities LLC in Charlotte, NC and A. G. Edwards & Sons, Inc. in St. Louis, MO. Jason has a strong track record of providing financial advice to individuals, families, and businesses.
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
03/09/2009 - Present
Hilltop Securities Inc. (DALLAS TX)
NC
03/09/2004 - 03/12/2009
BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)
MO
09/25/1996 - 01/21/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 04/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2021
Series 24 - General Securities Principal Examination
BC
Issued 08/29/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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