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Jason Michael Neubert

THE Leaders Group, Inc.

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About Jason Michael Neubert

Jason Neubert is a registered representative with The Leaders Group, Inc. Jason holds the Series 6, 7 and 63 licenses. Jason is a securities professional with over 15 years of experience in the financial services industry. Jason is registered with the state of Florida and Pennsylvania.

Firm Information

Jason Neubert is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jason Neubert’s Registration & Firm History

CO

07/09/2019 - Present

THE Leaders Group, Inc. (LITTLETON CO)

PA

02/18/2011 - 07/12/2019

NATIONWIDE SECURITIES, LLC (BUTLER PA)

PA

09/04/2009 - 02/03/2011

LPL FINANCIAL LLC (NATRONA HEIGHTS PA)

PA

03/05/2004 - 09/08/2009

NATCITY INVESTMENTS, INC. (NATRONA HEIGHTS PA)

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Licenses & Designations

BC

Issued 03/12/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2005

Series 7 - General Securities Representative Examination

BC

Issued 03/04/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Michael Neubert.
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