Unclaimed
Jason Alexander Oliver is an investment advisor with PFS Investments Inc. based in MIAMI LAKES, FL. Jason has been in the industry since 2019. Jason is licensed as a Broker in the state of Florida. Jason has also obtained licenses for Series 6 and SIE examinations.
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.
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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2
FL
12/12/2023 - Present
PFS Investments Inc. (MIAMI LAKES FL)
FL
07/02/2020 - 12/14/2021
PFS INVESTMENTS INC. (MIAMI LAKES FL)
FL
01/01/2019 - 02/11/2020
PFS INVESTMENTS INC. (MIAMI LAKES FL)
IA
Issued 12/28/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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