Unclaimed
Jason Seele is a financial advisor with over 20 years of experience in the industry. Jason is a registered representative and investment advisor representative with Cambridge Investment Research Advisors, Inc. Jason has held previous positions at VOYA FINANCIAL ADVISORS, INC., NATIONAL PLANNING CORPORATION, PARK AVENUE SECURITIES LLC, and ING FINANCIAL ADVISERS, LLC. Jason is licensed in Florida, Georgia, Iowa, Kansas, Missouri, Nebraska, Oklahoma, and Texas. Jason is a highly experienced financial advisor who is dedicated to providing clients with personalized financial advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
KS
07/17/2020 - Present
Cambridge Investment Research Advisors, Inc. (Topeka KS)
KS
01/07/2010 - 07/24/2020
VOYA FINANCIAL ADVISORS, INC. (TOPEKA KS)
KS
01/03/2008 - 01/08/2010
NATIONAL PLANNING CORPORATION (OVERLAND KS)
NY
05/15/2007 - 12/31/2007
PARK AVENUE SECURITIES LLC (NEW YORK NY)
KS
12/07/1999 - 05/01/2007
ING FINANCIAL ADVISERS, LLC (TOPEKA KS)
IA
Issued 10/16/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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