Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Schultz is a financial advisor with over 14 years of experience in the industry. He has a Series 6, 7 and 63 licenses, as well as the SIE exam. Jason Schultz holds the Certified Financial Planner and Chartered Financial Consultant designations. Jason Schultz has been registered with MML Investors Services, LLC since 2016. Before joining MML Investors Services, LLC, Jason Schultz was a financial advisor with Northwestern Mutual Investment Services, LLC. Jason Schultz specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and corporations.
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
TN
02/01/2016 - Present
MML Investors Services, LLC (Jackson TN)
TN
06/01/2009 - 01/15/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (JACKSON TN)
BC
Issued 08/07/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/27/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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