Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Chamberlain is a financial professional with over 20 years of experience in the industry. He has held various roles at several firms, including LINSCO/Private Ledger Corp., Raymond James Financial Services, Inc., M Holdings Securities, Inc., Wells Fargo Insurance Services Investment Advisors, Inc., and Symetra Investment Services, Inc. Currently, Jason is registered with TIAA-CREF Individual & Institutional Services, LLC and works from their Charlotte, NC office. He is a Series 66, Series 26, SIE, and Series 7 licensed professional specializing in financial planning, portfolio management, and selection of other advisors.
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.
Helps you choose top advisors aligned with your 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.
Compensation from affiliates
1
2
NC
04/08/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
WA
01/05/2012 - 06/25/2013
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
NC
10/18/2007 - 07/01/2011
WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC. (CHARLOTTE NC)
CA
03/07/2007 - 07/05/2007
M HOLDINGS SECURITIES, INC. (SHERMAN OAKS CA)
FL
08/04/2003 - 03/02/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
SC
10/19/2000 - 02/22/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 10/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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