Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Ischy is an active Registered Representative and Investment Advisor Representative. Jason holds Series 7, 24, 55, 63, 66 and SIE licenses. Jason has over 20 years of experience in the industry. Jason is currently registered with Avantax Advisory Services. Jason has prior experience with several firms including 1ST GLOBAL CAPITAL CORP., FIDELITY BROKERAGE SERVICES LLC, CETERA INVESTMENT SERVICES LLC, CETERA FINANCIAL SPECIALISTS LLC, CETERA ADVISOR NETWORKS LLC, 1ST GLOBAL ADVISORS, INC. and CETERA ADVISORS LLC.
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
10/25/2019 - Present
Avantax Advisory Services (IRVING TX)
TX
01/31/2003 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
RI
01/18/2001 - 02/13/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 10/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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