Unclaimed
Jason Buser is a financial advisor with over 25 years of experience in the industry. Jason currently holds Series 6, 7, 9, 10, 63, and 66 licenses and is registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Jason has previously held positions at A. G. EDWARDS & SONS, INC. and MAGNA INVESTMENTS. His specializations include portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
Investment consulting services to institutional clients
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.
1
2
MO
04/29/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
01/12/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
07/28/1997 - 10/08/1998
MAGNA INVESTMENTS (ST. LOUIS MO)
BOTH
Issued 09/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/28/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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