Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Earl Palmer is a financial advisor with Oneamerica Securities, Inc. Jason has been working in the financial services industry since 2002 and holds the Series 7, Series 63, and Series 66 licenses. Jason is a Certified Financial Planner™ and provides a variety of financial planning services, including portfolio management, retirement planning, and insurance planning. Jason is also a Senior Pension Consultant with National Pension Partners. Jason has worked with both individuals and businesses, and is committed to helping clients reach their financial goals.
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.
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2
UT
05/13/2022 - Present
Oneamerica Securities, Inc. (Cottonwood Heights UT)
UT
02/28/2005 - 06/16/2006
WELLS FARGO INVESTMENTS, LLC (AMERICAN FORK UT)
MO
08/21/2002 - 11/05/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 12/14/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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