Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jathan? Claim Your ProfileJathan Stisher is a financial advisor who is registered with the state of Alabama and Texas. Jathan has been in the financial services industry since October 26, 2006 and is currently employed by Private Advisor Group, LLC, an independent investment advisor firm. Jathan also provides investment advisory services through Gore and Stisher Wealth Management, a DBA for LPL Business. Jathan is a licensed real estate agent and a part owner of a real estate rental business. Jathan specializes in financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and other investment related services.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
AL
11/17/2017 - Present
Private Advisor Group, LLC (Albertville AL)
AL
03/25/2017 - 11/22/2017
MML INVESTORS SERVICES, LLC (ALBERTVILLE AL)
AL
10/27/2006 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HUNTSVILLE AL)
AL
10/27/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HUNTSVILLE AL)
BOTH
Issued 04/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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