Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Kooistra is a financial advisor with over 20 years of experience. Jason is registered with Fiduciary Financial Advisors. Jason has a strong background in providing investment advice and financial planning services to a wide range of clients, including high-net-worth individuals, families, and businesses. Jason is committed to helping clients achieve their financial goals through a personalized and comprehensive approach.
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.
Personalized portfolio management to meet individual financial objectives.
Corporate employee education 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.
A percentage of the total value of assets under management is charged.
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MI
11/12/2020 - Present
Fiduciary Financial Advisors (GRAND RAPIDS MI)
MI
02/23/2009 - 11/04/2020
LPL FINANCIAL LLC (GRAND RAPIDS MI)
MI
03/15/2002 - 02/02/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)
OH
06/07/2001 - 03/12/2002
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
MO
05/25/2000 - 06/11/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 06/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/15/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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