Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Leventis is a financial advisor currently registered with LPL Financial LLC in Fort Mill, South Carolina. Jason has over 3 years of experience in the financial services industry. Jason holds Series 6 and Series 63 securities licenses and is registered to offer securities products in South Carolina. Jason specializes in providing financial planning, portfolio management, and investment consulting services to individuals, businesses, and other entities. Jason's previous experience includes working with Foresters Financial Services, Inc. in Charlotte, North Carolina.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
08/17/2018 - Present
LPL Financial LLC (FORT MILL SC)
NC
07/16/2015 - 09/11/2018
FORESTERS FINANCIAL SERVICES, INC. (CHARLOTTE NC)
BC
Issued 07/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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