Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Mayer is a financial advisor with over 23 years of experience in the industry. He has been registered with UBS Financial Services Inc. since August 2023 and has previously worked at Wells Fargo Clearing Services, LLC and Hibernia Investments, L.L.C.. Jason is licensed in 32 states across the United States. Jason specializes in a wide range of financial services, including portfolio management for individuals and businesses, financial planning, and pension consulting.
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
NC
10/10/2023 - Present
UBS Financial Services Inc. (CHARLOTTE NC)
SC
01/25/2006 - 09/08/2023
WELLS FARGO CLEARING SERVICES, LLC (FORT MILL SC)
LA
04/25/2000 - 01/05/2006
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
BOTH
Issued 04/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2000
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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