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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Silverberg is a financial advisor who has been in the industry since 2005. Jason is currently registered with Cetera Investment Advisers LLC and has been with them since 2023. Jason has experience with several firms, including Securian Financial Services, Inc., Financial Advantage Associates, and Financial Advantage Brokerage. Jason is also a Certified Financial Planner and a Chartered Financial Consultant. Jason has a total of 22 state licenses. Jason has been licensed to advise on securities and investments since 2005.
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.
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2
MD
08/10/2023 - Present
Cetera Investment Advisers LLC (ROCKVILLE MD)
MD
05/02/2005 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ROCKVILLE MD)
IA
Issued 1/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/5/2006
Series 7 - General Securities Representative Examination
BC
Issued 4/30/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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