Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Charles Haswell is a registered investment advisor representative with LPL Financial LLC. Jason has been in the securities industry since May 5, 1996. Jason holds Series 7, Series 63, and Series 65 licenses and is registered in several states, including Texas, West Virginia, Florida, Kentucky, Michigan, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, and Virginia. Jason has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Jason is committed to providing his clients with personalized financial advice and helping them 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
WV
03/15/2021 - Present
LPL Financial LLC (WHEELING WV)
WV
01/25/2016 - 03/12/2021
ROYAL ALLIANCE ASSOCIATES, INC. (WHEELING WV)
WV
03/18/2010 - 01/27/2016
NFP ADVISOR SERVICES, LLC (WHEELING WV)
WV
03/13/2001 - 01/15/2010
UNITED BROKERAGE SERVICES, INC (WHEELING WV)
MD
07/06/2000 - 03/29/2001
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
03/06/1996 - 07/06/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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