Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Brittingham is a registered Investment Advisor Representative and Broker in the state of North Carolina. Jason is currently employed by Credit Union Investment Services in Winston-Salem, NC. Jason has been in the financial services industry since December 2009. Jason has a Series 63, Series 65, and Series 6 license. Jason provides financial planning and portfolio management services to individual clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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NC
05/19/2010 - Present
Credit Union Investment Services (WINSTON-SALEM NC)
IA
Issued 05/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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