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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 Richert is a financial advisor at Cetera Investment Advisers LLC, a firm with a focus on providing financial planning and investment management services to individuals and businesses. Jason has been in the industry since 2017 and has a strong track record of helping clients achieve their financial goals. He is also registered as an Investment Advisor Representative in Washington and holds several industry licenses including the Series 7, Series 66, and SIE exams. Prior to joining Cetera Investment Advisers LLC, Jason was associated with Voya Financial Advisors, Inc. where he served clients in the Tukwila, Washington area. Jason is also a licensed insurance agent.
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.
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2
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (TUKWILA WA)
WA
03/01/2017 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (TUKWILA WA)
BOTH
Issued 3/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/1/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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