Unclaimed
Jayson Hanagan is a financial advisor who has been in the industry for over 20 years. Jayson is currently registered with Fidelity Personal And Workplace Advisors in Chesterfield, Missouri, and Texas. Jayson specializes in retirement planning, investment management, and financial planning. Jayson has earned the Series 6, 7, 24, 63 and 66 securities licenses. In addition to his financial advising work, Jayson is also a co-owner and operator of a tree service business.
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.
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
MO
09/10/2020 - Present
Fidelity Personal AND Workplace Advisors (CHESTERFIELD MO)
MO
03/01/2019 - 07/09/2019
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
MO
02/26/2018 - 04/02/2018
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
02/14/2003 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
RI
11/10/1999 - 10/01/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
02/09/1999 - 10/19/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 06/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2012
Series 4 - Registered Options Principal Examination
BC
Issued 06/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 04/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jayson Hanagan is the right advisor for you? Invested Better is here to help.