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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 Walters is a financial advisor with Ameriprise Financial Services, LLC. Jason has been in the financial services industry since January 2011. Jason is registered as an investment advisor representative (IAR) in Delaware, Minnesota, and Washington. Jason is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. Jason holds Series 4, 7, 9, 10, 24, 52TO, and 66 licenses. Jason has experience providing financial planning, asset allocation services, educational seminars, and portfolio management for individuals and businesses.
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 services
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.
1
2
MN
10/27/2023 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
01/17/2011 - 10/10/2017
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
BOTH
Issued 09/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2015
Series 4 - Registered Options Principal Examination
BC
Issued 09/18/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/24/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/13/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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