Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Matthew Rasmussen is a financial advisor with Charles Schwab & CO., Inc. Jason is a registered representative and investment advisor representative. Jason holds FINRA Series 7, 9, 10, and 66 licenses. Jason has been in the securities industry since 2018. Previously Jason was registered with NYLIFE SECURITIES LLC in Dakota Dunes, SD.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
09/14/2020 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
SD
09/26/2018 - 07/27/2020
NYLIFE SECURITIES LLC (DAKOTA DUNES SD)
BOTH
Issued 10/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/11/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jason Rasmussen is the right advisor for you? Invested Better is here to help.
