Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Florey is a financial professional with over 30 years of experience in the financial services industry. Jason is a CERTIFIED FINANCIAL PLANNER™ professional and holds both Series 6 and Series 7 licenses, as well as a Series 22 license for direct participation programs. Jason works with individuals, families, businesses and organizations, providing financial planning, investment management and other advisory services. Jason currently works as a registered representative at LPL Financial. Previous employment included Waddell & Reed, where he was a registered representative and a licensed insurance agent. Jason's passion is helping people 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.
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.
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2
TX
04/27/2023 - Present
LPL Financial LLC (AUSTIN TX)
TX
11/14/1990 - 07/21/2021
WADDELL & REED (AUSTIN TX)
IA
Issued 08/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1991
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/12/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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