Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Christopher Heise is a financial advisor with LPL Financial LLC. Jason has been in the industry since September 13, 2005. Jason is registered as a broker and investment advisor representative in 23 states and can provide investment advice and sell securities in these jurisdictions. In addition to LPL Financial, Jason was previously employed by Securian Financial Services, Inc. and Minnesota Life Insurance Co. Jason has been a part of the financial services industry for over 18 years. 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.
Consulting and other non-discretionary advisory services
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.
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2
CA
08/19/2020 - Present
LPL Financial LLC (SAN MATEO CA)
CA
09/13/2005 - 09/04/2020
SECURIAN FINANCIAL SERVICES, INC. (SACRAMENTO CA)
BOTH
Issued 09/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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