Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Eric Craig is a financial advisor at Prospera Financial Services, Inc. Jason has been in the financial industry since December 2001. Jason has a broad range of experience in the industry, including working with high-net-worth individuals, corporations, and charitable organizations. Jason is a registered representative of Prospera Financial Services, Inc., and is also registered as an investment advisor in North Carolina. Jason holds the following licenses and certifications: Series 3, 4, 7, 9, 10, 24, 31, 52TO, 53, 63, 65, 99TO, and SIE. Jason is committed to providing his clients with personalized financial advice and guidance, and helping them achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
TX
11/01/2013 - Present
Prospera Financial Services, Inc. (DALLAS TX)
NC
12/03/2007 - 08/28/2013
TCA FINANCIAL GROUP, LLC (CHARLOTTE NC)
NC
03/19/2003 - 11/26/2007
WACHOVIA SECURITIES, LLC (CHARLOTTE NC)
MA
07/17/2001 - 11/06/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 08/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/14/2006
Series 4 - Registered Options Principal Examination
BC
Issued 07/29/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/01/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/21/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 06/09/2006
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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