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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 Daniel Raymond is a financial advisor with Fidelity Personal And Workplace Advisors in GRAND BLANC, MI. Jason has been in the financial industry since 2013. Jason is registered with FINRA as a Registered Representative. Jason is also a Registered Investment Advisor in the state of Michigan and Texas. Jason is a Series 6, Series 7, Series 63, and Series 66 licensed professional. Jason's firm, Fidelity Personal And Workplace Advisors, is a national firm with over $800 billion in assets under management. Fidelity Personal And Workplace Advisors provides financial planning, portfolio management, and educational seminars to individuals, businesses, and institutions.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
03/04/2024 - Present
Fidelity Personal AND Workplace Advisors (GRAND BLANC MI)
MI
10/26/2013 - 07/11/2014
J.P. MORGAN SECURITIES LLC (HIGHLAND MI)
BOTH
Issued 07/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2021
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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