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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 Seefeld is a financial advisor with Ameriprise Financial Services, LLC. Jason has been in the industry since November 2018. Jason is registered with the state of Texas as a broker and an investment advisor. Jason is also registered with the state of New Mexico. Jason has a Series 63, Series 65, Series 7 and SIE licenses. Jason has earned the Certified Financial Planner designation. Jason has experience working with individuals, high-net-worth individuals, corporations, pension and profit sharing plans, trusts and estates, insurance companies and charitable organizations. Jason has been employed with Ameriprise Financial Services, LLC since October 2020. Previously, Jason worked for AVANTAX INVESTMENT SERVICES, INC., HILLTOP SECURITIES INDEPENDENT NETWORK INC., Blue & Co LLC, and Payne & Cribbs.
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.
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2
TX
12/02/2020 - Present
Ameriprise Financial Services, LLC (Lubbock TX)
TX
09/24/2020 - 10/22/2020
AVANTAX INVESTMENT SERVICES, INC. (Lubbock TX)
TX
06/12/2018 - 04/27/2020
HILLTOP SECURITIES INDEPENDENT NETWORK INC. (LUBBOCK TX)
IA
Issued 11/20/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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