Unclaimed
Jason Frederick Stadsholt is a financial advisor with Midwestern Securities Trading Company, LLC. Jason has been in the securities industry since 2002 and is registered with FINRA, and the state of Illinois as an investment advisor representative. Jason also has a Series 3 license and is a registered representative for the state of Illinois. Jason has prior experience with INFINEX INVESTMENTS, INC. and MML INVESTORS SERVICES, INC. and has a strong background in financial planning, portfolio management, and insurance. Jason is a committed financial professional who is passionate about 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.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for 401(k) retirement plans defined in section 3(38) of erisa rules
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.
A percentage of assets under 3rd party management
1
2
IL
04/03/2017 - Present
Midwestern Securities Trading Company, LLC (HAVANA IL)
IL
06/17/2008 - 03/31/2017
INFINEX INVESTMENTS, INC. (HAVANA IL)
IL
04/23/2007 - 03/26/2008
MML INVESTORS SERVICES, INC. (PEORIA IL)
IL
03/14/2002 - 01/31/2007
A. G. EDWARDS & SONS, INC. (DECATUR IL)
BOTH
Issued 04/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2002
Series 3 - National Commodity Futures Examination
BC
Issued 03/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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