Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Wangler is a financial advisor with over 10 years of experience in the financial services industry. Jason is currently registered with Imperial Capital, LLC, and is licensed in California, New York, and Texas. He has a Series 7, 86, 87, 63, and 65. Previously Jason worked at Wunderlich Securities, Inc. and SunTrust Robinson Humphrey, Inc.
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.
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.
1
2
TX
07/05/2017 - Present
Imperial Capital, LLC (HOUSTON TX)
TX
05/11/2012 - 07/06/2017
WUNDERLICH SECURITIES, INC. (HOUSTON TX)
GA
11/18/2010 - 04/11/2012
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
TX
01/05/2009 - 11/12/2010
WUNDERLICH SECURITIES, INC. (HOUSTON TX)
TX
09/26/2007 - 12/23/2008
DAHLMAN ROSE & COMPANY, LLC (HOUSTON TX)
IA
Issued 07/10/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/21/2008
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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