Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Minder is a financial advisor with LPL Financial LLC. Jason has been in the industry since January 30, 2022 and has a wide range of experience in the financial services industry. Jason is a Series 7, 63 and 6TO licensed representative and is registered with the state of Iowa. In the past, Jason has worked with firms such as ALLIANCE-ONE INVESTMENTS, LLC, TRANSAMERICA CAPITAL, INC. and BANKERS LIFE SECURITIES, INC. Jason is committed to providing clients with personalized financial advice and guidance to help them achieve 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IA
07/17/2024 - Present
LPL Financial LLC (CEDAR RAPIDS IA)
OK
12/08/2023 - 01/04/2024
ALLIANCE-ONE INVESTMENTS, LLC (TULSA OK)
IA
07/26/2023 - 12/08/2023
TRANSAMERICA CAPITAL, INC. (Hiawatha IA)
IA
04/27/2022 - 12/02/2022
BANKERS LIFE SECURITIES, INC. (Cedar Rapids IA)
IA
05/20/2019 - 10/15/2020
EQUITABLE ADVISORS, LLC (CEDAR RAPIDS IA)
BC
Issued 09/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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