Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Thomas Partyka is an Ameriprise Financial Services, LLC registered representative with over 26 years of experience in the financial services industry. Jason has a wide range of experience in financial planning, portfolio management, and asset allocation services. Jason is dedicated to helping clients achieve their financial goals. He is committed to providing personalized service and building long-term relationships with clients. Jason holds a Series 6, 7, 63, and 65 license. Jason has previously been employed by John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, and IDS Life Insurance Company. Jason is registered to provide investment advice in Arizona, California, Delaware, District of Columbia, Florida, Georgia, Iowa, Maine, Maryland, Massachusetts, Michigan, Minnesota, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virgin Islands, Virginia, and Washington.
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.
Asset allocation services
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
MD
01/09/2004 - Present
Ameriprise Financial Services, LLC (Bethesda MD)
MN
07/29/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
12/10/1996 - 08/12/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
12/10/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 06/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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