Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Earl Woodall is a financial advisor with LPL Financial LLC. Jason has been in the financial services industry since 2005 and holds Series 6, 7, and 63 licenses as well as Series 65. Jason has been registered with LPL Financial since 2009. Jason has experience providing financial planning, portfolio management, pension consulting, and other advisory services to individuals, businesses, and charitable organizations. Jason also offers non-variable insurance services through Woodall and Associates, LLC.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
10/06/2021 - Present
LPL Financial LLC (WILDWOOD FL)
FL
03/29/2005 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LEESBURG FL)
MA
02/09/2005 - 02/16/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
09/29/2003 - 01/16/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 05/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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