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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 Holland is a financial advisor at UBS Financial Services Inc. Jason has been in the financial services industry since August 3, 1995, and has experience with Credit Suisse Securities (USA) LLC and Fidelity Brokerage Services LLC. Jason is registered with FINRA and holds the Series 63, 66, 7 and SIE licenses. Jason has a variety of specializations that include asset allocation, retirement planning, and college savings plans.
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.
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.
See schedule d - miscellaneous
1
2
CA
11/16/2015 - Present
UBS Financial Services Inc. (LOS ANGELES CA)
CA
03/03/2011 - 12/16/2015
CREDIT SUISSE SECURITIES (USA) LLC (LOS ANGELES CA)
CA
10/02/1995 - 02/28/2011
FIDELITY BROKERAGE SERVICES LLC (SANTA MONICA CA)
TX
07/19/1995 - 09/15/1995
SOUTHWEST SECURITIES, INC. (DALLAS TX)
BOTH
Issued 10/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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