Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Parker is a financial advisor with over 20 years of experience in the industry. Jason is registered with MML Investors Services, LLC, and holds Series 63, 65 and 7 securities licenses. Jason Parker also has experience in life and health insurance sales and has worked with various clients including high-net-worth individuals, pension and profit-sharing plans, and corporations. Jason Parker's specializations include asset allocation, financial planning, and portfolio management. Jason Parker offers a variety of advisory services, including financial planning, asset allocation, and portfolio management for both individuals and businesses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TX
03/25/2017 - Present
MML Investors Services, LLC (San Antonio TX)
TX
12/05/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PLANO TX)
TX
12/05/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (EASTLAND TX)
NJ
01/02/2001 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
MN
04/04/2000 - 12/19/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/04/2000 - 12/19/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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