Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Stewart is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Jason has been in the financial services industry since 2009 and holds Series 7, 66, and SIE licenses. Jason is registered to offer investment advisory services in Oklahoma and Texas. Jason previously worked at Cetera Advisors LLC and Securian Financial Services, Inc. Jason's areas of expertise include financial planning, pension consulting, educational seminars, and portfolio management for businesses and 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.
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
OK
11/25/2022 - Present
Cambridge Investment Research Advisors, Inc. (Edmond OK)
OK
11/13/2017 - 11/28/2022
CETERA ADVISORS LLC (EDMOND OK)
OK
01/02/2009 - 11/16/2017
SECURIAN FINANCIAL SERVICES, INC. (EDMOND OK)
BOTH
Issued 01/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Stewart is the right advisor for you? Invested Better is here to help.
