Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason William Persinger is a financial advisor at Osaic Institutions, Inc. with over 20 years of experience in the financial services industry. Jason is a Certified Financial Planner™ and Chartered Financial Consultant. Jason's experience includes providing financial planning, investment management and wealth management services. Jason has served clients in the state of Idaho and California. He offers financial planning services for individuals, families, and businesses. Jason is committed to providing clients with personalized financial advice to help them achieve 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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for 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.
A percentage of the total value of assets under management is charged.
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2
ID
06/28/2023 - Present
Osaic Institutions, Inc. (Meridian ID)
CA
12/12/2012 - 02/03/2022
CUNA BROKERAGE SERVICES, INC. (COSTA MESA CA)
CA
01/04/2012 - 11/29/2012
LPL FINANCIAL LLC (HUNTINGTON BEACH CA)
CA
02/10/2012 - 11/27/2012
KINECTA FINANCIAL & INSURANCE SERVICES, LLC (WOODLAND HILLS CA)
CA
10/10/2007 - 12/31/2011
CUNA BROKERAGE SERVICES, INC. (HUNTINGTON BEACH CA)
OR
06/07/2005 - 07/25/2007
MML INVESTORS SERVICES, INC. (MEDFORD OR)
NJ
10/02/2001 - 03/30/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 11/02/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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