Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Cyza is a financial advisor with over 17 years of experience in the industry. Jason is registered with First Citizens Investor Services, Inc. and holds various licenses, including Series 7, 24, 52TO, 53, and 66. Jason has previously worked with BANCWEST INVESTMENT SERVICES, INC., PRUCO SECURITIES, LLC., MUTUAL OF OMAHA INVESTOR SERVICES, INC., SECURITIES AMERICA, INC. and QA3 FINANCIAL CORP.. Jason provides a range of financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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
NE
11/01/2023 - Present
First Citizens Investor Services, Inc. (Omaha NE)
NE
01/24/2020 - 08/31/2023
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NE
09/06/2018 - 01/15/2020
PRUCO SECURITIES, LLC. (OMAHA NE)
NE
09/09/2015 - 08/08/2018
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NE
06/17/2013 - 09/02/2015
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NE
12/05/2008 - 03/18/2013
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
07/04/2005 - 12/26/2008
QA3 FINANCIAL CORP. (OMAHA NE)
BOTH
Issued 03/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/11/2013
Series 4 - Registered Options Principal Examination
BC
Issued 01/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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