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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 Lawrence is a financial advisor with over 15 years of experience in the industry. Jason holds a Series 7, Series 63 and Series 66 licenses, in addition to the SIE license. He currently works with LPL Financial LLC and Northeast Planning Associates, Inc., serving clients in a variety of areas. Jason provides financial planning, investment advice and consulting services. Jason is a Certified Financial Planner and has experience working with individuals, families, businesses and retirement 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.
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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NH
03/07/2024 - Present
LPL Financial LLC (PORTSMOUTH NH)
MA
02/02/2010 - 10/04/2013
FIDELITY BROKERAGE SERVICES LLC (CAMBRIDGE MA)
NH
04/07/2009 - 06/16/2009
LPL FINANCIAL CORPORATION (NASHUA NH)
NH
06/06/2008 - 03/13/2009
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 01/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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