Unclaimed
Jason T. Feil is a registered investment advisor representative in California with Avisen Advisors, LLC. Jason's current registration with Avisen Advisors, LLC is active and began on 05/01/2023. Jason's office is located in Sacramento, California. Jason has been in the securities industry since 03/08/2012.
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.
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.
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2
CA
05/01/2023 - Present
Avisen Advisors, LLC (Sacramento CA)
BOTH
Issued 04/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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