Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Weier is a financial advisor with Avantax Advisory Services, located in Manitowoc, WI. Jason has been working in the financial industry since 2007. Jason holds Series 6, 7, 63, 65, 66, and SIE licenses. Jason has worked with LPL Financial LLC, Cetera Financial Specialists LLC, Country Capital Management Company and Edward Jones in the past.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
WI
11/29/2022 - Present
Avantax Advisory Services (MANITOWOC WI)
WI
10/07/2020 - 12/14/2022
LPL FINANCIAL LLC (APPLETON WI)
WI
12/15/2017 - 10/22/2020
CETERA FINANCIAL SPECIALISTS LLC (APPLETON WI)
WI
09/04/2009 - 12/26/2017
COUNTRY CAPITAL MANAGEMENT COMPANY (APPLETON WI)
WI
08/24/2007 - 09/01/2009
EDWARD JONES (MANITOWOC WI)
IA
Issued 02/09/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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