Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Geer is a financial advisor with Kestra Investment Services, LLC. Jason has been in the financial services industry since April 2021. Jason holds the Series 6, 63, and SIE licenses. Jason is registered in six states, including California, Kentucky, Massachusetts, New York, Texas, and Utah. Jason is committed to providing clients with personalized financial advice and guidance.
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.
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.
1
2
KY
04/30/2021 - Present
Kestra Investment Services, LLC (Louisville KY)
BC
Issued 06/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jason Geer is the right advisor for you? Invested Better is here to help.
