Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Talley is a financial advisor in Floresville, Texas with over 20 years of experience. Jason is currently registered with OFG Financial Services, Inc., where Jason has been since 2012. Previously, Jason was with Signator Investors, Inc., ING Financial Partners, Inc., Invest Financial Corporation, Sunset Financial Services, Inc., and Pruco Securities Corporation. Jason holds Series 6, SIE and Series 63 licenses.
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.
A percentage of the total value of assets under management is charged.
Timing services provided by others
1
2
TX
01/18/2012 - Present
OFG Financial Services, Inc. (FLORESVILLE TX)
TX
01/19/2011 - 01/18/2012
SIGNATOR INVESTORS, INC. (FLORESVILLE TX)
TX
12/08/2004 - 12/31/2010
ING FINANCIAL PARTNERS, INC. (FLORESVILLE TX)
WI
03/23/2004 - 12/06/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
MO
06/24/1999 - 03/24/2004
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NJ
12/12/1997 - 06/18/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MO
07/17/1997 - 12/09/1997
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
BC
Issued 07/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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