Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Soland is a financial advisor registered with LPL Financial LLC, located in Decorah, IA. Jason has been in the financial services industry for over 16 years. Jason is registered to provide investment advice in Iowa and Broker-Dealer services in Florida, Indiana, Iowa, Minnesota, Missouri, Montana, Nevada, Utah, Vermont, West Virginia, and Wisconsin.
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.
Consulting and other non-discretionary advisory services
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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IA
02/15/2019 - Present
LPL Financial LLC (DECORAH IA)
IA
04/04/2014 - 07/11/2018
AMERIPRISE FINANCIAL SERVICES, INC. (DECORAH IA)
IA
03/20/2007 - 04/07/2014
FBL MARKETING SERVICES, LLC (DECORAH IA)
IA
Issued 03/04/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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