Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Molloy is a registered representative with Independent Financial Group, LLC in San Diego, CA. Jason is a financial professional with over 8 years of experience in the industry, working with individuals, families, and businesses to achieve their financial goals. Jason has a strong understanding of the financial markets and is dedicated to providing his clients with personalized and comprehensive financial advice. Jason is also a registered investment advisor representative with Independent Financial Group, LLC, allowing him to provide a range of financial planning services, including investment management, retirement planning, and college savings planning.
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.
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.
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2
CA
03/09/2021 - Present
Independent Financial Group, LLC (SAN DIEGO CA)
ID
10/03/2019 - 11/03/2020
BANKERS LIFE SECURITIES, INC. (BOISE ID)
CA
06/27/2014 - 12/21/2018
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
BOTH
Issued 12/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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