Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Hayes is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC. Jason is a Series 7 and 66 licensed professional. Jason has been in the financial services industry since September 11, 2014, and has experience working with individual and business clients. Jason is registered to provide advisory services in California, Florida, Georgia, Illinois, Maryland, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, and Virginia. Jason also holds a securities license for both broker-dealer and investment advisor roles in Texas. Jason has experience in areas such as financial planning, pension consulting, investment consulting services to institutional clients, selection of other advisors, and portfolio management.
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
SC
05/31/2019 - Present
Wells Fargo Clearing Services, LLC (GREENVILLE SC)
BOTH
Issued 10/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2014
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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