Unclaimed
Jason Michael Pooler is a financial advisor at Horace Mann Investors, Inc. Jason has been in the industry since 2008 and has experience in both the investment and insurance sectors. Jason holds the Series 6, Series 63, and SIE licenses and is registered to conduct business in Maine and New Hampshire. Jason has a strong track record of success in helping clients 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.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of assets under third party investment management
1
2
NH
04/16/2014 - Present
Horace Mann Investors, Inc. (Dover NH)
ME
04/01/2011 - 02/07/2014
KEY INVESTMENT SERVICES LLC (PORTLAND ME)
ME
02/11/2008 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SACO ME)
BC
Issued 02/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Pooler is the right advisor for you? Invested Better is here to help.