Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tim? Claim Your ProfileTim Jasin is a financial advisor with Hantz Financial Services, Inc. Tim has been in the industry since August 1996 and holds the Series 63, Series 7, and SIE licenses. Tim specializes in providing financial planning services, pension consulting, and portfolio management for individuals. Tim has experience working with clients of all backgrounds, including high-net-worth individuals, corporations, and charitable organizations. Tim is registered with the Securities and Exchange Commission (SEC) and with the states of Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Massachusetts, Michigan, Minnesota, Missouri, New York, North Carolina, Pennsylvania, South Carolina, Texas, Washington, West Virginia, and Wisconsin. Tim's previous employers include Vestax Securities Corporation, Concord Brokerage Services, Inc., and American Express Financial Advisors Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
MI
09/14/2015 - Present
Hantz Financial Services, Inc. (MIDLAND MI)
OH
12/15/1997 - 06/25/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
11/13/1997 - 12/17/1997
CONCORD BROKERAGE SERVICES, INC. (BOSTON MA)
MN
08/09/1996 - 10/29/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/09/1996 - 10/29/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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