Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Linder is a financial advisor at Cambridge Investment Research Advisors, Inc. in Northfield, MN. Jason has been in the financial services industry for over 34 years, and holds both Series 7 and Series 66 licenses. Jason has experience working with individual investors, businesses, and retirement plans. Jason is a registered representative of Cambridge Investment Research Advisors, Inc. and provides financial planning, portfolio management, and investment advisory services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MN
02/15/2024 - Present
Cambridge Investment Research Advisors, Inc. (Northfield MN)
MN
04/30/2018 - 02/23/2024
SECURITIES AMERICA, INC. (NORTHFIELD MN)
MN
02/22/1989 - 05/01/2018
VOYA FINANCIAL ADVISORS, INC. (NORTHFIELD MN)
BOTH
Issued 06/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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