Unclaimed
Jason Krupa is a financial advisor who has been in the industry since 2012. Jason is currently registered with MML Investors Services, LLC in Illinois. Jason has a Series 66, Series 7 and SIE license. Jason is a financial advisor with experience working with individuals, corporations, trusts, pension and profit-sharing plans, high-net-worth individuals, and other entities. Previously, Jason worked with Nuveen Securities, LLC in Illinois.
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.
Asset allocation programs
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.
Solicitors fees
1
2
IL
09/05/2019 - Present
MML Investors Services, LLC (CHICAGO IL)
IL
08/29/2012 - 08/01/2019
NUVEEN SECURITIES, LLC (CHICAGO IL)
BOTH
Issued 01/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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