Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Hagemann is an active financial advisor at Avantax Advisory Services. Jason has been working in the financial industry since December 2016 and has a wide range of experience in providing financial advice and asset management services. Jason is registered in 27 states and has passed the Series 63, Series 66, Series 7 and the SIE exams. Jason's specialties include financial planning, pension consulting, portfolio management, and educational seminars. Jason is committed to helping clients achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
07/31/2024 - Present
Avantax Advisory Services (Northlake TX)
CO
02/10/2020 - 08/05/2024
ADVISORS ASSET MANAGEMENT, INC. (MONUMENT CO)
TX
09/17/2018 - 01/31/2020
RESOLUTE INVESTMENT DISTRIBUTORS, INC. (Irving` TX)
TX
12/16/2016 - 08/17/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 09/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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