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Jason Lackner
CRD#: 6549212
IA
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HUNTINGTON FINANCIAL ADVISORSCRD#: 16986 Naperville Ogden
425 W Ogden Ave
Naperville, IL 60563
425 W Ogden Ave
Naperville, IL 60563
0
Disclosures
7
Years of Experience
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State Registrations
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Illinois 3/16/2020
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Illinois 3/16/2020
SRO Registrations
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Registered with this firm since 3/16/2020
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Registered with this firm since 3/12/2020
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 06/19/2017 - 04/09/2018 | NAPERVILLE, IL | |
B | 06/19/2017 - 04/09/2018 | NAPERVILLE, IL | |
IA | 04/19/2016 - 05/31/2017 | CHICAGO, IL | |
B | 11/23/2015 - 05/31/2017 | CHICAGO, IL |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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