Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason David Waxler is a financial advisor with over 20 years of experience in the financial services industry. Jason is currently registered with Osaic Wealth, Inc. and Income & Asset Advisory, Inc.. Prior to joining these firms, Jason held positions at Royal Alliance Associates, Inc., LinSCO/Private Ledger Corp., and Park Avenue Securities LLC. Jason has a wide range of experience in financial planning, portfolio management, and insurance. Jason holds several licenses and certifications, including Series 7, Series 63, Series 65, Series 4, and Series 24. Jason is committed to providing his clients with personalized financial advice and guidance.
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.
A percentage of the total value of assets under management is charged.
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AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
03/25/2004 - 02/13/2009
ROYAL ALLIANCE ASSOCIATES, INC. (KATONAH NY)
SC
10/17/2000 - 04/02/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
04/10/2000 - 10/25/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IA
Issued 01/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2008
Series 4 - Registered Options Principal Examination
BC
Issued 06/06/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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