Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Russell Brotsky is a financial advisor registered with Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor and Broker-Dealer. Jason Brotsky has been in the industry since 2002 and has a broad range of experience in both investment and insurance. Jason Brotsky holds licenses in multiple states and has been with Cambridge Investment Research Advisors, Inc. since 2014.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
KS
02/11/2015 - Present
Cambridge Investment Research Advisors, Inc. (Great Bend KS)
KS
05/13/2010 - 12/12/2014
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (WITCHITA KS)
KS
06/19/2002 - 05/14/2010
PRUCO SECURITIES, LLC. (WICHITA KS)
NY
01/03/2002 - 06/07/2002
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 01/07/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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