Unclaimed
Jason Zardavets is an Investment Advisor Representative with Ameriprise Financial Services, LLC. Jason has been in the industry since August 1, 1999, and has a wide range of experience in the financial services industry. Jason holds Series 4, 7, 24, 52, 53, 63 and 65 licenses. Jason is also registered in 33 states.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
TX
11/03/2023 - Present
Ameriprise Financial Services, LLC (Dallas TX)
TX
09/28/2016 - 11/03/2023
COMERICA SECURITIES (DALLAS TX)
TX
01/23/2015 - 09/26/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
TX
05/16/2013 - 12/03/2014
BBVA SECURITIES INC. (HOUSTON TX)
TX
08/31/2012 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (SAN ANTONIO TX)
TX
05/10/2004 - 08/28/2012
CHASE INVESTMENT SERVICES CORP. (AUSTIN TX)
MO
12/21/2000 - 03/01/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
03/03/1999 - 11/20/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2012
Series 4 - Registered Options Principal Examination
BC
Issued 12/08/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/04/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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