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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 Marc Altman is a financial advisor with Cetera Investment Advisers LLC. Jason Marc Altman has been in the financial industry since December 11, 1998, and is registered to provide investment advisory services in Connecticut, Florida, Georgia, Illinois, Massachusetts, New York and Virginia. Jason Marc Altman has a Series 6 license and a SIE license. Jason Marc Altman is a Certified Public Accountant and provides tax, accounting, and business planning services. Jason Marc Altman also owns and operates an insurance agency and a real estate company. Jason Marc Altman has experience working with individuals, high net worth individuals, corporations, pension plans, charities, and state or municipal government entities.
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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2
FL
03/28/2024 - Present
Cetera Investment Advisers LLC (BOYNTON BEACH FL)
FL
06/19/2003 - 10/03/2016
INVESTORS CAPITAL CORP. (BOYNTON BEACH FL)
TX
12/12/1998 - 06/19/2003
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BC
Issued 12/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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