Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Dickerson is a registered representative with Avantax Advisory Services. Jason has been in the industry since 2023 and has experience with NYLIFE Securities LLC and Raymond James Financial Services, Inc. Jason has a Series 66, Series 7TO and SIE licenses and is currently registered in Texas. Jason's experience and qualifications provide him with the ability to serve the financial needs of individuals, corporations, and high-net-worth clients. Jason is committed to providing his clients with personalized financial advice and guidance.
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
06/14/2024 - Present
Avantax Advisory Services (DALLAS TX)
TX
12/20/2023 - 06/03/2024
NYLIFE SECURITIES LLC (FRISCO TX)
TX
05/24/2023 - 08/09/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (FRISCO TX)
BOTH
Issued 08/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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