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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 Hasson is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Freeport, Florida. Jason has been in the industry since June 2007. Jason holds Series 6, 7, 63, and 65 licenses. Jason is also registered to provide investment advisory services in Florida and Texas. Jason is committed to helping clients 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.
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.
Solicitation fees from 3rd party money managers
1
2
FL
10/31/2019 - Present
Cambridge Investment Research Advisors, Inc. (Freeport FL)
FL
11/14/2012 - 07/19/2018
VOYA FINANCIAL ADVISORS, INC. (LAKE WORTH FL)
FL
04/02/2009 - 11/15/2012
SIGNATOR INVESTORS, INC. (BOYNTON BEACH FL)
FL
10/13/2008 - 02/13/2009
SYMETRA INVESTMENT SERVICES, INC. (ORLANDO FL)
FL
05/02/2007 - 10/08/2008
SIGNATOR INVESTORS, INC. (MIAMI FL)
BC
Issued 11/24/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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