Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Meksch is a financial advisor with LPL Financial LLC, based in ROSEBURG, OR. Jason has been in the industry since 2017 and holds Series 6, 7TO, 63 and 65 licenses. Jason also holds the Certified Financial Planner designation. Jason's previous experience includes roles with FBL Marketing Services, LLC and Allstate Financial Services, LLC.
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.
1
2
OR
06/12/2024 - Present
LPL Financial LLC (ROSEBURG OR)
CO
05/05/2020 - 05/31/2024
ALLSTATE FINANCIAL SERVICES, LLC (Fort Collins CO)
WY
11/22/2016 - 02/07/2020
FBL MARKETING SERVICES, LLC (Cheyenne WY)
IA
Issued 04/11/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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