Unclaimed
Jason Hackmann is a financial advisor with M Holdings Securities, Inc. Jason has been in the financial services industry since January 2000. Jason holds FINRA Series 6, 7, 63, 65, and SIE licenses. Jason's primary focus is working with individuals and businesses to help them reach their financial goals. Jason is registered in 24 states. Previously, Jason was employed with Signator Investors, Inc. and Lincoln Financial Advisors Corporation.
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.
1
2
MO
10/13/2006 - Present
M Holdings Securities, Inc. (ST. LOUIS MO)
MO
10/20/2003 - 10/16/2006
SIGNATOR INVESTORS, INC. (CLAYTON MO)
IN
01/29/2003 - 10/09/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/29/2003 - 10/09/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
01/02/2000 - 02/07/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 01/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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