Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Haunty is an investment advisor representative with Charles Schwab & CO., Inc. Jason has been in the securities industry for over 10 years and holds licenses for both broker-dealer and investment advisor services. Jason's experience spans multiple firms including TD AMERITRADE, INC. Jason's professional certifications include Series 66, Series 7, and the Securities Industry Essentials Examination. Jason currently holds investment advisor licenses in 20 states including Ohio, California, Florida, and Texas.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
OH
01/27/2022 - Present
Charles Schwab & CO., Inc. (Columbus OH)
OH
08/23/2013 - 07/29/2024
TD AMERITRADE, INC. (COLUMBUS OH)
BOTH
Issued 09/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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