Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Towles is a financial advisor registered with USA Financial Securities LLC. Jason has been in the financial industry since December 2019. Jason holds Series 7TO, Series 63, and Series 65 licenses. Jason has experience in financial planning, portfolio management for individuals 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
01/02/2024 - Present
USA Financial Securities LLC (ADA MI)
VA
12/10/2019 - 01/12/2024
WELLS FARGO CLEARING SERVICES, LLC (SALEM VA)
IA
Issued 01/13/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/10/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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