Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Brahim is a financial advisor who has been in the industry since 2009. Jason is currently registered with Wealth Enhancement Advisory Services, LLC and holds a Series 6, 7, 66 and 79 license. Jason is also a Certified Financial Planner. Previously, Jason worked at BPU Investment Management Inc. and Chase Investment Services Corp. Jason specializes in providing investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and insurance companies. Jason is dedicated to providing personalized financial advice and helping clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
MN
03/03/2020 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
PA
10/15/2012 - 03/06/2020
BPU INVESTMENT MANAGEMENT INC. (PITTSBURGH PA)
CO
05/09/2011 - 10/25/2011
CHASE INVESTMENT SERVICES CORP. (WESTMINSTER CO)
PA
04/10/2008 - 05/14/2010
BPU INVESTMENT MANAGEMENT INC. (PITTSBURGH PA)
PA
10/11/2005 - 07/13/2006
EDGEWOOD SERVICES, INC. (PITTSBURGH PA)
BOTH
Issued 06/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 03/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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