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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 Baird is an investment advisor representative with Osaic Wealth, Inc. Jason is a highly experienced financial professional with over 15 years in the industry. Jason has a proven track record of success in providing financial advice and investment management services to a wide range of clients. Jason has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Jason is also a licensed insurance agent, and is well-versed in the complexities of insurance planning. Jason is dedicated to providing clients with personalized financial advice and investment strategies. Jason is committed to building strong relationships with clients and providing them with the support they need to reach their financial goals.
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
MI
11/01/2019 - Present
Osaic Wealth, Inc. (UTICA MI)
MI
03/22/2017 - 11/08/2019
AURORA SECURITIES (TROY MI)
MI
05/07/2015 - 12/31/2016
CONCORDE INVESTMENT SERVICES, LLC (Troy MI)
MI
09/18/2013 - 05/01/2015
GRADIENT SECURITIES, LLC (TROY MI)
MI
05/24/2012 - 09/17/2013
WORLD CAPITAL BROKERAGE, INC. (TROY MI)
MI
08/14/2008 - 05/16/2012
HANTZ FINANCIAL SERVICES, INC. (ROMEO MI)
IA
Issued 04/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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