Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Sperry is a financial advisor with Principal Securities, Inc. based in Des Moines, IA. Jason has over 10 years of experience in the financial services industry and holds Series 66, 7 and SIE licenses. Jason specializes in working with individuals, corporations, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans and state or municipal government entities. Jason can provide a wide range of financial services including financial planning, portfolio management, and pension consulting. Jason previously worked for T. Rowe Price Investment Services, Inc. in Colorado Springs, CO.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
02/22/2016 - Present
Principal Securities, Inc. (DES MOINES IA)
CO
09/28/2015 - 01/14/2016
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 10/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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