Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason R. Swiercek is an active investment advisor representative with Mutual of Omaha Investor Services, Inc. in Omaha, Nebraska. Jason joined Mutual of Omaha Investor Services, Inc. in May 2013 and has over 20 years of experience in the financial services industry. Jason holds the Series 3, 4, 7, 24, 53, and 66 licenses, along with the SIE exam. Jason specializes in providing financial planning and portfolio management services to individuals and other clients. Jason also has experience working with insurance companies, high-net-worth individuals, charitable organizations, and corporations. Jason is committed to helping clients reach 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.
Helps you choose top advisors aligned with your financial goals.
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.
Promoter fees and third party money manager fees
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2
NE
06/04/2013 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
NE
08/09/2010 - 05/16/2013
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
08/30/2006 - 08/23/2010
QA3 FINANCIAL CORP. (OMAHA NE)
NE
08/17/2000 - 09/06/2006
SECURITIES AMERICA, INC. (OMAHA NE)
BOTH
Issued 01/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/09/2001
Series 4 - Registered Options Principal Examination
BC
Issued 09/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2006
Series 3 - National Commodity Futures Examination
BC
Issued 08/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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