Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Andrew Page is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC, located in Victoria, Texas. Jason Page has been in the financial services industry for over 4 years and is licensed to sell securities in the states of Illinois, Massachusetts, Missouri, New Mexico, New York, North Carolina, Oklahoma, Pennsylvania, and Texas. Jason Page holds the Series 7TO, Series 66, and SIE licenses and is a Registered Representative (RR) for Wells Fargo Advisors Financial Network, LLC, and is also registered as an Investment Advisor Representative (IAR) in Texas. Jason Page was previously employed by Wells Fargo Clearing Services, LLC, and B.D. Holt, LTD. Jason Page specializes in working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, insurance companies, and banking or thrift institutions.
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.
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.
Investment consulting services to institutional clients
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.
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2
TX
05/19/2023 - Present
Wells Fargo Advisors Financial Network, LLC (VICTORIA TX)
TX
05/30/2020 - 05/19/2023
WELLS FARGO CLEARING SERVICES, LLC (VICTORIA TX)
BOTH
Issued 06/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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