Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jasper? Claim Your ProfileJasper Carl Schanna is a financial advisor with Osaic Wealth, Inc. Jasper has been in the financial services industry since 1987. Jasper is registered with FINRA as a registered representative and is a licensed insurance agent in several states. Jasper offers a range of financial services, including financial planning, investment management, and insurance sales. Prior to joining Osaic Wealth, Inc., Jasper worked with SAGEPOINT FINANCIAL, INC., FINTEGRA, LLC., and other firms.
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.
1
2
CA
09/01/2023 - Present
Osaic Wealth, Inc. (LAGUNA NIGUEL CA)
CA
08/20/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LAGUNA NIGUEL CA)
CA
05/27/2014 - 08/19/2015
FINTEGRA, LLC (Laguna Niguel CA)
CA
02/19/2014 - 03/10/2014
CETERA ADVISOR NETWORKS LLC (SAN JUAN CAPISTRANO CA)
CA
11/12/2009 - 02/26/2014
QUESTAR CAPITAL CORPORATION (SAN JUAN CAPISTRANO CA)
CA
03/13/2009 - 11/13/2009
ING FINANCIAL PARTNERS, INC. (LAGUNA NIGUEL CA)
CA
10/31/2008 - 03/12/2009
SAGEPOINT FINANCIAL, INC. (LAGUNA NIGUEL CA)
CA
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (LAGUNA NIGUEL CA)
TX
02/09/1998 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
AZ
01/01/1995 - 02/12/1998
MTL EQUITY PRODUCTS, INC. (FOUNTAIN HILLS AZ)
TX
02/24/1989 - 12/13/1994
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NA
04/29/1988 - 01/31/1989
DREHER & ASSOCIATES, INC.
NA
09/09/1987 - 05/10/1988
CARILLON INVESTMENTS, INC.
NA
02/03/1987 - 08/26/1987
CARILLON INVESTMENTS, INC.
BC
Issued 03/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jasper Schanna is the right advisor for you? Invested Better is here to help.
