Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Sanchez is a financial advisor with over 19 years of experience in the financial services industry. Jason has a strong background in investment advisory, financial planning, and estate planning. Jason is currently registered with Beam Wealth Advisors, Inc., a firm that specializes in providing financial advice to individuals, families, and businesses. Jason has held previous positions with Securities America, Inc., LPL Financial LLC, Mutual Service Corporation, and UBS Financial Services Inc.
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.
Estate planning
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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LA
08/18/2009 - Present
Beam Wealth Advisors, Inc. (COVINGTON LA)
LA
07/09/2015 - 04/01/2022
SECURITIES AMERICA, INC. (COVINGTON LA)
LA
09/08/2009 - 07/21/2015
LPL FINANCIAL LLC (NEW ORLEANS LA)
LA
05/30/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (NEW ORLEANS LA)
LA
10/17/2003 - 06/13/2008
UBS FINANCIAL SERVICES INC. (NEW ORLEANS LA)
BOTH
Issued 11/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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