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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 Pfitzinger is a financial advisor with Next Financial Group, Inc. Jason has been in the financial services industry for over 14 years. Jason works with individuals, families, businesses and trusts. Jason holds the Series 6, 7 and 66 securities licenses and is registered with the state of Missouri. He has a strong background in financial planning, portfolio management, and retirement planning. Jason's prior employment includes experience with LPL Financial LLC and U.S. Bancorp Investments, Inc.
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.
Seminar/workshop attendance fees
1
2
MO
09/13/2019 - Present
Next Financial Group, Inc. (Chesterfield MO)
MO
12/17/2015 - 06/19/2019
LPL FINANCIAL LLC (CHESTERFIELD MO)
MO
03/07/2013 - 12/22/2015
U.S. BANCORP INVESTMENTS, INC. (CREVE COEUR MO)
MO
03/18/2011 - 03/12/2013
EDWARD JONES (FLORISSANT MO)
MO
07/20/2009 - 03/24/2011
U.S. BANCORP INVESTMENTS, INC. (FLORISSANT MO)
MO
10/19/2005 - 07/15/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ST. LOUIS MO)
BOTH
Issued 06/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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