Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Vieira is a financial advisor with over 17 years of experience in the financial services industry. Jason has been registered with First Citizens Investor Services, Inc. since October 2020. Jason specializes in providing financial planning services, portfolio management for individuals and businesses, and the selection of other advisors. Jason is licensed to offer investment advice in North Carolina and Texas. Jason also has previous experience working with First Citizens Asset Management, Inc., LPL FINANCIAL LLC, Woodbury Financial Services, Inc., and Wells Fargo Advisors. Jason is committed to helping clients reach 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.
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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2
NC
11/16/2020 - Present
First Citizens Investor Services, Inc. (Charlotte NC)
SC
05/28/2020 - 08/05/2020
LPL FINANCIAL LLC (FORT MILL SC)
NC
03/01/2019 - 04/13/2020
WOODBURY FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
10/02/2018 - 03/01/2019
QUESTAR CAPITAL CORPORATION (CHARLOTTE NC)
NC
03/08/2016 - 05/08/2018
GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
06/05/2007 - 02/04/2016
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
01/16/2006 - 05/30/2007
E*TRADE SECURITIES LLC (CHARLOTTE NC)
BOTH
Issued 11/28/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2007
Series 4 - Registered Options Principal Examination
BC
Issued 07/12/2006
Series 24 - General Securities Principal Examination
BC
Issued 05/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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