Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Young is a financial advisor with over 13 years of experience in the industry. Jason is currently registered with Commonwealth Financial Network and has previously worked with Pruco Securities, LLC, PNC Investments, and The Huntington Investment Company. Jason holds the Series 6, 7, 63, and 65 licenses as well as the SIE. He is also a registered Investment Advisor Representative in Ohio. Jason focuses on providing financial planning, portfolio management, and other advisory services for individuals, businesses, and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
03/06/2023 - Present
Commonwealth Financial Network (Columbiana OH)
OH
02/04/2020 - 03/06/2023
PRUCO SECURITIES, LLC. (Columbiana OH)
OH
07/25/2017 - 02/24/2020
PNC INVESTMENTS (BOARDMAN OH)
PA
07/30/2015 - 07/20/2017
THE HUNTINGTON INVESTMENT COMPANY (SHARON PA)
IL
06/12/2012 - 12/31/2013
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
OH
07/29/2009 - 04/08/2011
MML INVESTORS SERVICES, LLC (CINCINNATI OH)
OH
12/05/2005 - 09/05/2008
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IA
Issued 07/31/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/02/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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