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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 Nagle is an investment advisor representative with Avantax Advisory Services. Jason has been in the financial services industry since 2011. Jason is registered to provide investment advice in several states, including Oregon, Washington, California, and Arizona. Jason holds Series 6, 7, 63, and 65 licenses. Jason also holds a Series SIE license. In addition to his work at Avantax Advisory Services, Jason also owns and operates his own accounting services and tax preparation business. Jason is also an agent with Avantax Insurance Agency, LLC.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OR
09/18/2012 - Present
Avantax Advisory Services (Gresham OR)
IA
Issued 11/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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