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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Copeland is a financial advisor with Wells Fargo Advisors Financial Network, LLC, a firm with over 2,000 employees in 120 locations across the United States. Jason has been in the financial services industry since 1999 and has extensive experience in providing financial advice to individuals and families. He holds Series 7, 9, 10, 63 and SIE licenses, is a Certified Financial Planner, and has a strong track record of helping clients achieve their financial goals. He has offices located in Gadsden, Alabama.
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.
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.
Investment consulting services to institutional clients
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
AL
01/05/2024 - Present
Wells Fargo Advisors Financial Network, LLC (GADSDEN AL)
AL
01/01/2008 - 01/05/2024
WELLS FARGO CLEARING SERVICES, LLC (GADSDEN AL)
AL
05/17/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GADSDEN AL)
BC
Issued 05/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/08/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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