Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Langdale is a financial advisor with over 16 years of experience in the financial services industry. He is registered with Independent Advisor Alliance, LLC, and is licensed to provide financial advice in multiple states, including South Carolina, Texas, Alabama, Arizona, California, Colorado, Florida, Georgia, Hawaii, Illinois, Kentucky, Maryland, Missouri, New Hampshire, New York, North Carolina, Ohio, Utah, and Virginia. Jason holds the Series 7, Series 66, and SIE licenses. He is also a Certified Financial Planner. Jason's previous experience includes working with LPL Financial LLC and UVEST Financial Services Group, Inc.. Jason specializes in providing financial advice to individuals, families, and businesses. He is passionate about helping clients achieve their financial goals and is committed to providing them with personalized advice and service.
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.
A percentage of the total value of assets under management is charged.
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2
SC
01/03/2023 - Present
Independent Advisor Alliance, LLC (Columbia SC)
SC
10/11/2011 - 07/19/2013
LPL FINANCIAL LLC (AIKEN SC)
SC
11/13/2006 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (AIKEN SC)
BOTH
Issued 02/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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