Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Edwin Buchinger is a financial advisor with over 20 years of experience in the financial services industry. Jason is currently registered with LPL Financial LLC in Stevens Point, Wisconsin. Jason has previously worked with CUNA Brokerage Services, Inc., Associated Investment Services, Inc., J.P. Morgan Securities LLC, Investors Brokerage Services, Inc., Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION and PRUCO SECURITIES CORPORATION. Jason is a Series 6, 7, 63, 65 and 66 licensed professional, and he holds the SIE designation.
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.
Consulting and other non-discretionary advisory services
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.
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WI
05/18/2022 - Present
LPL Financial LLC (Stevens Point WI)
WI
02/24/2017 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (MARSHFIELD WI)
WI
04/08/2015 - 02/10/2017
ASSOCIATED INVESTMENT SERVICES, INC. (STEVENS POINT WI)
WI
05/28/2013 - 04/16/2015
J.P. MORGAN SECURITIES LLC (APPLETON WI)
WI
04/12/2006 - 12/09/2010
CUNA BROKERAGE SERVICES, INC. (APPLETON WI)
IL
02/09/2006 - 04/04/2006
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
WI
07/06/2005 - 02/14/2006
CHASE INVESTMENT SERVICES CORP. (APPLETON WI)
IL
12/15/1998 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
07/11/1997 - 11/11/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 06/07/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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