Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Douglas Stevens is a financial advisor currently registered with Wells Fargo Securities, LLC. Jason Stevens is a Series 7 and Series 63 licensed professional, having passed those exams in 2012. Jason Stevens also holds the Series 3 and SIE licenses. Jason Stevens is also a Series 99TO licensed professional, having passed the Operations Professional Exam in 2023. Prior to joining Wells Fargo Securities, LLC, Jason Stevens was employed by CREDIT SUISSE SECURITIES (USA) LLC. Jason Stevens began his career in the financial industry in 2012. Jason Stevens has been with Wells Fargo Securities, LLC since 2015.
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.
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.
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2
NC
08/19/2015 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
NY
06/14/2012 - 08/19/2015
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 09/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2012
Series 3 - National Commodity Futures Examination
BC
Issued 06/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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