Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Maas is a financial advisor with Charles Schwab & CO., Inc.. Jack has been in the industry since August 18, 2023. Jack is registered with the state of Oregon as a Registered Representative, and the state of Washington as a Registered Representative. Jack is also registered with the state of Oregon as an Investment Advisor Representative. Jack has passed the General Securities Representative Examination, Securities Industry Essentials Examination and Uniform Combined State Law Examination. Jack is specialized in financial planning and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
OR
09/19/2023 - Present
Charles Schwab & CO., Inc. (Beaverton OR)
BOTH
Issued 09/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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