Unclaimed
Jason Michael Basler is an investment advisor representative with Cetera Investment Advisers LLC. Jason has been in the financial industry since November 18, 2000, and holds Series 63, Series 65, Series 7 and SIE licenses. He is registered with the state of Missouri as both a broker-dealer and an investment advisor. Jason has previously worked at FFP Securities, Inc. and Edward Jones. Jason's office is located at 21450 Highway 32, Ste. Genevieve, MO 63670. In addition to working with Cetera Investment Advisers LLC, Jason is also the owner of HSB Financial Solutions LLC, a financial services business. Jason also serves on several boards, including the St. Genevieve Catholic Church, Knights of Columbus Council 1037, MRV Banks, Mississippi Lime Company and Fathead Farms 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.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
08/17/2004 - Present
Cetera Investment Advisers LLC (STE. GENEVIEVE MO)
MO
03/08/2002 - 11/21/2003
FFP SECURITIES, INC. (CHESTERFIELD MO)
MO
08/22/2000 - 12/08/2001
EDWARD JONES (ST. LOUIS MO)
IA
Issued 7/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Basler is the right advisor for you? Invested Better is here to help.