Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Maurer is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC. Jason has been in the securities industry since 2008 and joined First Citizens Investor Services, Inc. in 2018. Jason holds FINRA Series 6 and 63 licenses and the SIE exam. Jason is also registered in South Carolina.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
06/05/2018 - Present
First Citizens Investor Services, Inc. (CHARLOTTE NC)
SC
09/04/2002 - 09/28/2012
WELLS FARGO ADVISORS, LLC (NORTH CHARLESTON SC)
BC
Issued 06/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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