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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason colin? Claim Your ProfileJason colin Patrick is a financial advisor with Kestra Advisory Services, LLC. Jason colin Patrick has been in the financial services industry since August 2005. Jason colin Patrick has been registered with Kestra Advisory Services, LLC since April 2016. Previously, Jason colin Patrick was registered with FINANCIAL TELESIS INC and USI SECURITIES, INC. Jason colin Patrick holds the following licenses: Series 6, Series 7, Series 63, Series 66 and SIE. Jason colin Patrick specializes in providing financial advice to individuals, high net worth individuals, corporations, and pension plans. Jason colin Patrick also offers financial planning services, portfolio management, and selection of other advisors.
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.
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2
CA
10/31/2023 - Present
Kestra Advisory Services, LLC (NEWPORT BEACH CA)
CA
01/03/2014 - 08/22/2014
FINANCIAL TELESIS INC (NEWPORT BEACH CA)
CA
08/10/2005 - 01/30/2014
USI SECURITIES, INC. (IRVINE CA)
BOTH
Issued 01/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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