Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Hyde is a financial advisor in FAIRFIELD, CT. Jason has been a registered representative since 2000 and has 21 years of experience in the financial industry. Jason is a registered Investment Advisor Representative with Moneco Advisors, LPL Financial and is also registered in 14 states as an investment advisor representative. Jason holds the Series 6, Series 7, Series 63 and Series 65 licenses. Jason’s firm has approximately $1,472,025,988 in assets under management.
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.
Lpl financial sponsored advisory programs
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
CT
04/08/2016 - Present
Moneco Advisors (FAIRFIELD CT)
CT
06/30/2011 - 02/02/2015
OPPENHEIMER & CO. INC. (STAMFORD CT)
CT
07/21/2003 - 07/12/2011
DAVID LERNER ASSOCIATES, INC. (WESTPORT CT)
CT
04/10/2003 - 06/02/2003
PB FUNDING CORPORATION (SHELTON CT)
CA
05/02/2001 - 10/31/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
11/17/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
IA
Issued 10/08/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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