Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Del valle is a financial advisor at Wells Fargo Clearing Services, LLC, with 19 years of experience in the financial industry. Jason has a Series 7, Series 31 and Series 66 license. Jason has been registered with the Securities and Exchange Commission since 2004 and holds active registrations in 28 states. Jason also holds a Series 31 license, allowing him to advise clients on futures managed funds. Jason's previous employment includes Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Jason has a strong track record of providing financial advice to clients in a variety of industries, including individuals, corporations, and charitable organizations. Jason is committed to providing his clients with personalized financial advice and guidance that meets their unique needs.
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.
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.
Investment consulting services to institutional clients
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.
1
2
FL
08/08/2017 - Present
Wells Fargo Clearing Services, LLC (ORLANDO FL)
MN
07/29/2004 - 11/15/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
07/29/2004 - 11/15/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 07/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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