Unclaimed
Jason Stucky is an investment advisor representative associated with Osaic Wealth, Inc. Jason has over 20 years of experience in the financial services industry. Jason is registered in Indiana and several other states. Jason provides investment advice to individuals, families, and businesses. Jason specializes in financial planning, portfolio management, and pension consulting. Jason is a member of the Hazelwood Community Association.
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.
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.
1
2
IN
06/14/2024 - Present
Osaic Wealth, Inc. (PLAINFIELD IN)
IN
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (PALINFIELD IN)
IN
06/21/2013 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (PALINFIELD IN)
IN
10/04/2005 - 07/03/2013
MML INVESTORS SERVICES, LLC (PLAINFIELD IN)
MN
02/08/2002 - 09/09/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IN
05/23/2000 - 01/31/2002
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
05/23/2000 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IA
Issued 09/08/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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