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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Beckendorf is a financial advisor with over 20 years of experience in the industry. He currently works at Osaic Wealth, Inc. Previously, Jason was employed at Woodbury Financial Services, Inc. Jason has a diverse range of experience in the financial industry. He holds multiple licenses and has passed several industry exams, including Series 6, 7, 24, 26, 63, and 65. He is registered to provide investment advice in Colorado, Illinois, Iowa, Minnesota, and North Dakota. Jason offers financial planning, pension consulting, educational seminars, and portfolio management services to both individuals and businesses.
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.
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2
MN
01/19/2024 - Present
Osaic Wealth, Inc. (MINNEAPOLIS MN)
MN
07/06/2000 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 06/30/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2007
Series 24 - General Securities Principal Examination
BC
Issued 11/15/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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