Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Bert Frazier is a financial professional with over 24 years of experience in the financial services industry. Jason is a Certified Financial Planner and a Chartered Financial Consultant. Jason has held positions at several firms including MML Investors Services, LLC, CETERA ADVISOR NETWORKS LLC, SECURIAN FINANCIAL SERVICES, INC., RAYMOND JAMES & ASSOCIATES, INC., MORGAN KEEGAN & COMPANY, INC., FINANCIAL NETWORK INVESTMENT CORPORATION, NEW ENGLAND SECURITIES, LINCOLN FINANCIAL ADVISORS CORPORATION, and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Jason is currently registered with MML Investors Services, LLC.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TN
06/07/2024 - Present
MML Investors Services, LLC (Memphis TN)
TN
08/10/2023 - 03/29/2024
CETERA ADVISOR NETWORKS LLC (GERMANTOWN TN)
TN
01/14/2014 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (GERMANTOWN TN)
TN
02/13/2013 - 12/31/2013
RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)
TN
02/09/2011 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
11/16/2007 - 02/09/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (MEMPHIS TN)
NY
09/15/1998 - 09/02/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
IN
03/07/1995 - 09/08/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/07/1995 - 09/08/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 01/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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