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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 Fial is an investment advisor representative currently registered with Cetera Investment Advisers LLC. Jason began his career in the financial services industry in December 2005. Prior to his current registration, Jason was associated with Country Capital Management Company. Jason holds a Series 6, Series 7TO, Series 63, and Series 65 license and has been registered with the following states: Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Illinois, Minnesota, Nevada, New Mexico, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Texas, Virginia, Washington, and Wyoming.
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.
A percentage of the total value of assets under management is charged.
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AZ
03/21/2024 - Present
Cetera Investment Advisers LLC (SEDONA AZ)
AZ
12/13/2005 - 04/13/2018
COUNTRY CAPITAL MANAGEMENT COMPANY (SCOTTSDALE AZ)
IA
Issued 4/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/7/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/5/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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