Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Burlie is a financial advisor with Stancorp Equities, Inc. Jason has been in the financial industry since 2002 and has a wide range of experience in the investment industry. Jason has passed the Series 6, 63, and 26 exams. Jason is registered in Texas and has previously worked for Prudential Investment Management Services LLC, M Holdings Securities, Inc., and TBG Financial.
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.
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2
OR
07/25/2022 - Present
Stancorp Equities, Inc. (PORTLAND OR)
TX
08/20/2019 - 04/01/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (Dallas TX)
TX
06/01/2006 - 07/08/2019
M HOLDINGS SECURITIES, INC. (DALLAS TX)
CA
11/07/2003 - 06/23/2006
TBG FINANCIAL (LOS ANGELES CA)
CA
08/24/2000 - 02/05/2002
TBG FINANCIAL (LOS ANGELES CA)
BC
Issued 04/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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