Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Robert Tellinghuisen is a financial advisor in Omaha, NE. Jason is a registered representative with Charles Schwab & Co., Inc. and has been in the industry since July 5, 1999. Jason has a diverse background in the financial services industry, having previously worked at TD Ameritrade, Inc. and Securities America, Inc. Jason holds Series 7, Series 63, Series 66, Series 24, Series 4 and Series 53 licenses. Jason specializes in providing financial planning and investment management services to individuals and families.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
01/26/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
01/30/2022 - 07/29/2024
TD AMERITRADE, INC. (OMAHA NE)
NE
04/19/2011 - 01/19/2022
TD AMERITRADE, INC. (OMAHA NE)
NE
04/25/2007 - 04/04/2011
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
04/22/2006 - 05/07/2007
TD AMERITRADE, INC. (BELLEVUE NE)
NE
01/02/2002 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
NE
06/21/1999 - 12/31/2001
AMERITRADE (BELLEVUE NE)
BOTH
Issued 09/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/06/2007
Series 4 - Registered Options Principal Examination
BC
Issued 11/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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