Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Urbaniak is a financial advisor with LPL Financial LLC. Jason has been in the financial industry since July 2002. Jason is registered to provide investment advice in Arizona, California, Colorado, Illinois, Indiana, Kansas, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, and Wisconsin. Jason also holds Series 63, 66, 7, and SIE licenses. Jason is committed to providing his clients with personalized financial advice and guidance. Jason works with a wide range of clients, including individuals, families, businesses, and retirement plans.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
10/16/2018 - Present
LPL Financial LLC (CROWN POINT IN)
IN
07/25/2002 - 02/14/2018
SII INVESTMENTS, INC. (CROWN POINT IN)
BOTH
Issued 07/31/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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