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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 Lutz is a financial advisor currently registered with Cetera Investment Advisers LLC, a firm with a focus on individual, corporate, and institutional clients. Jason has been in the industry since 2004. Prior to Cetera Investment Advisers LLC, Jason worked with LPL Financial LLC, National Planning Corporation and American General Securities Incorporated. Jason is registered as a broker-dealer in 19 states and as an investment advisor representative in 2 states. Jason has a variety of certifications including the Series 6, 7, 63 and 65, and the SIE exam. Jason has a specialization in financial planning, pension consulting, and portfolio management. Jason has a strong track record of providing financial guidance to individuals and businesses. Jason is committed to providing personalized service and helping clients reach their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
09/12/2019 - Present
Cetera Investment Advisers LLC (DES PERES MO)
MO
04/29/2016 - 08/19/2016
LPL FINANCIAL LLC (CREVE COEUR MO)
MO
10/22/2007 - 04/29/2016
NATIONAL PLANNING CORPORATION (SUNSET HILLS MO)
MO
07/16/2004 - 10/26/2007
AMERICAN GENERAL SECURITIES INCORPORATED (FESTUS MO)
IA
Issued 07/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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