Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Skistad is an Investment Advisor Representative for Mariner Wealth Advisors in Greenville, South Carolina. Jason has been in the financial industry for over 23 years. Jason has held previous positions at CliftonLarsonAllen Wealth Advisors, LLC, Charles Schwab & Co., Inc., A. G. Edwards & Sons, Inc., and PFS Investments Inc. Jason is a Certified Financial Planner and holds the Series 6, 7, 63, and 66 securities licenses. Jason has a proven track record of success in helping clients achieve their financial goals. Jason is committed to providing his clients with personalized financial advice and guidance.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
1
2
SC
02/21/2024 - Present
Mariner Wealth (Greenville SC)
MN
11/30/2022 - 10/10/2023
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (MINNEAPOLIS MN)
MN
07/01/2005 - 12/08/2022
CHARLES SCHWAB & CO., INC. (Wayzata MN)
MO
02/12/2004 - 07/07/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
GA
08/16/2000 - 12/18/2003
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 02/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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