Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Musante-klumb is a registered representative with Commonwealth Financial Network. Jason has been in the industry since 2003, and is licensed to sell securities in Wisconsin. Jason is also a registered investment advisor representative with Commonwealth Financial Network. Jason has experience working with individuals, high net worth individuals, corporations, and charitable organizations. Jason's primary focus is providing financial planning, portfolio management and educational seminars. Jason has also worked with Principal Securities, Inc., Avantax Investment Services, Inc., and Wells Fargo Funds Distributor, LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
08/17/2023 - Present
Commonwealth Financial Network (Waukesha WI)
WI
11/15/2022 - 08/29/2023
AVANTAX INVESTMENT SERVICES, INC. (WAUKESHA WI)
WI
09/20/2021 - 11/28/2022
PRINCIPAL SECURITIES, INC. (WAUWATOSA WI)
WI
04/11/2005 - 03/14/2007
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
10/21/2003 - 04/11/2005
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BOTH
Issued 10/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/30/2021
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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