Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason John Mikeska is a financial advisor registered with Raymond James Financial Services Advisors, Inc. and has been in the industry since June 2005. Jason has a diverse background, having previously worked with Cetera Investment Services LLC. Jason holds Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) exam. Jason is registered to provide financial advice in several states. Jason provides investment advisory services to individual clients, corporations, and retirement plans, and can provide financial planning and other services through his association with Prosperity Bank and Prosperity Private Investments.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
12/05/2016 - Present
Raymond James Financial Services Advisors, Inc. (VICTORIA TX)
TX
06/14/2005 - 12/02/2016
CETERA INVESTMENT SERVICES LLC (VICTORIA TX)
IA
Issued 08/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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