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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 Fuller is a financial advisor who has been in the industry since 2009. Jason has a Series 6, Series 7TO, Series 63, and Series 65 licenses, as well as an SIE designation. He works with individuals, high net worth individuals, charitable organizations, corporations, businesses, and pension and profit sharing plans. Jason is currently registered with Cetera Investment Advisers LLC and has previously worked at LPL FINANCIAL LLC and CUNA BROKERAGE SERVICES, INC. Jason offers financial planning, portfolio management, pension consulting, and educational seminars.
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.
1
2
FL
09/06/2022 - Present
Cetera Investment Advisers LLC (PENSACOLA FL)
AL
01/13/2012 - 05/24/2021
LPL FINANCIAL LLC (MOBILE AL)
AL
01/19/2009 - 01/18/2012
CUNA BROKERAGE SERVICES, INC. (MOBILE AL)
IA
Issued 2/7/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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