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 Seyfert is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Jason has been in the financial industry since March 2006 and has a wide range of experience in providing investment advice and services to individuals, families, and businesses. Jason is licensed to provide securities and investment advisory services in multiple states, including Wisconsin, Florida, Illinois, Minnesota, and New York. Jason is dedicated to helping clients reach their financial goals through personalized investment planning, portfolio management, and wealth management services.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
WI
05/21/2013 - Present
Northwestern Mutual Investment Services, LLC (MILWAUKEE WI)
IA
Issued 05/20/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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