Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Dobrzynski is a financial advisor in Oak Brook, IL, who has been in the industry since 1999. Jason is currently registered with LPL Financial LLC, where Jason is a Financial Advisor. Prior to that, Jason was registered with WADDELL & REED, a broker dealer. Jason has the Series 6, Series 7, and Series 66 licenses. Jason is also a CERTIFIED FINANCIAL PLANNER™ professional. Jason's areas of expertise include Retirement Planning, College Savings, and Estate Planning. Jason has a strong commitment to serving his clients' financial needs and is dedicated to helping them achieve their financial goals.
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.
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IL
07/21/2021 - Present
LPL Financial LLC (OAK BROOK IL)
IL
02/09/1999 - 07/21/2021
WADDELL & REED (OAK BROOK IL)
BOTH
Issued 02/24/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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