Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Kundis is a financial advisor with over 20 years of experience in the industry. Jason is currently registered with Cambridge Investment Research Advisors, Inc. and holds a variety of licenses and certifications, including Series 6, 7, 24, 63, and 65 licenses. Jason offers a range of financial services to individuals and businesses, including financial planning, portfolio management, and investment advice. Jason's previous employment experience includes roles at Lincoln Financial Securities Corporation, Dempsey Financial Network, Inc. and Pruco Securities, 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.
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.
Solicitation fees from 3rd party money managers
1
2
WV
07/11/2024 - Present
Cambridge Investment Research Advisors, Inc. (Morgantown WV)
VA
06/23/2006 - 04/26/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (VIRGINIA BEACH VA)
GA
01/21/2005 - 04/07/2006
DEMPSEY FINANCIAL NETWORK, INC. (ATLANTA GA)
NJ
06/09/2000 - 01/19/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 09/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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