Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Muchortow is a financial advisor at Avantax Advisory Services in Rochester, Michigan. Jason has been working in the financial services industry since 2011 and holds a Series 7, Series 66, and SIE license. He is also registered as an Investment Advisor Representative in Michigan. Jason is specialized in providing financial planning, portfolio management, and pension consulting services to a range of clients, including individuals, corporations, and businesses. He is committed to providing personalized advice and working with clients to achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MI
07/14/2016 - Present
Avantax Advisory Services (Rochester MI)
BOTH
Issued 02/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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