Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Werth is a financial professional with over 18 years of experience in the industry. Jason is currently registered with Cetera Investment Services LLC and Cetera Advisors LLC. Jason has a wide range of experience in the financial services industry, including experience in municipal securities, options, and general securities. Jason has passed the Series 6, 7, 24, 52, 53, and 99 exams.
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.
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.
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IA
09/29/2022 - Present
Cetera Investment Services LLC (WEST DES MOINES IA)
IA
06/10/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (W Des Moines IA)
IA
06/23/2017 - 06/16/2021
VOYA FINANCIAL PARTNERS, LLC (DES MOINES IA)
IA
06/23/2017 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)
IA
06/23/2017 - 12/31/2020
SLD AMERICA EQUITIES, INC. (DES MOINES IA)
IA
06/23/2017 - 06/27/2018
DIRECTED SERVICES LLC (DES MOINES IA)
IA
11/14/2016 - 06/21/2017
FIRST ALLIED SECURITIES, INC. (W Des Moines IA)
IA
07/09/2015 - 06/21/2017
GIRARD SECURITIES, INC. (W DES MOINES IA)
IA
07/09/2015 - 06/21/2017
SUMMIT BROKERAGE SERVICES, INC. (W Des Moines IA)
IA
05/11/2012 - 06/21/2017
CETERA FINANCIAL SPECIALISTS LLC (W DES MOINES IA)
IA
08/28/2007 - 06/21/2017
CETERA ADVISORS LLC (W DES MOINES IA)
IA
08/16/2007 - 06/21/2017
CETERA ADVISOR NETWORKS LLC (W DES MOINES IA)
IA
07/09/2015 - 11/09/2016
INVESTORS CAPITAL CORP. (WEST DES MOINES IA)
IA
07/09/2015 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (West Des Moines IA)
IA
08/28/2007 - 02/01/2010
ING FINANCIAL PARTNERS, INC. (DES MOINES IA)
IA
03/23/2004 - 07/26/2007
DIRECTED SERVICES LLC (DES MOINES IA)
BC
Issued 02/24/2010
Series 4 - Registered Options Principal Examination
BC
Issued 05/19/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/17/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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