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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Miller is a financial advisor with LPL Financial LLC in Castle Rock, Colorado. Jason Miller has been in the financial industry since August 2011. In addition to working at LPL Financial, Jason has experience at TRANSAMERICA FINANCIAL ADVISORS, INC. and WORLD GROUP SECURITIES, INC. Jason is licensed to sell securities in Arizona, Colorado, Idaho, and Washington. Jason is also a registered Investment Advisor Representative in Colorado.
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.
1
2
CO
12/05/2023 - Present
LPL Financial LLC (CASTLE ROCK CO)
CO
01/06/2012 - 12/11/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD VILLAGE CO)
CO
08/02/2011 - 01/06/2012
WORLD GROUP SECURITIES, INC. (DENVER CO)
IA
Issued 10/03/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/06/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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