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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 Kramar is a financial advisor with Osaic Wealth, Inc., licensed in Wisconsin and several other states. Jason has over eight years of experience in the financial services industry, having previously worked with CETERA ADVISOR NETWORKS LLC, PRUCO SECURITIES, LLC., and THRIVENT INVESTMENT MANAGEMENT INC. Jason holds both Series 7 and Series 66 licenses as well as the Securities Industry Essentials (SIE) designation. Jason provides financial and insurance services to individuals and businesses and specializes in financial planning, pension consulting, and educational seminars.
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.
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.
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WI
12/19/2023 - Present
Osaic Wealth, Inc. (DEFOREST WI)
WI
09/02/2021 - 12/26/2023
CETERA ADVISOR NETWORKS LLC (MANITOWOC WI)
WI
06/11/2019 - 09/14/2021
PRUCO SECURITIES, LLC. (MADISON WI)
WI
03/04/2015 - 06/19/2019
THRIVENT INVESTMENT MANAGEMENT INC. (DEFOREST WI)
BOTH
Issued 03/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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