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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Dickerman is a financial advisor with Wells Fargo Clearing Services, LLC. Jason has been in the industry since 2005. Jason is registered with FINRA and holds the following securities licenses: Series 7, Series 9, Series 10, Series 24, Series 4, Series 53, Series 63, and Series 65. Jason is also a Certified Financial Planner. Jason has a long history with Stiefel, Nicolaus & Company, Incorporated and Century Securities Associates, Inc. Jason specializes in portfolio management, investment consulting, and financial planning.
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
CO
07/19/2022 - Present
Wells Fargo Clearing Services, LLC (DENVER CO)
MO
09/06/2006 - 02/28/2008
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
03/09/2005 - 02/28/2008
CENTURY SECURITIES ASSOCIATES, INC. (ST. LOUIS MO)
MO
02/17/2005 - 03/21/2005
FLAGSTONE SECURITIES, LLC (ST. LOUIS MO)
IA
Issued 11/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/19/2006
Series 4 - Registered Options Principal Examination
BC
Issued 09/17/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2005
Series 7 - General Securities 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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