Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Howard Laing is an Investment Advisor Representative at Truist Advisory Services, Inc. with over 28 years of experience in the industry. Jason has been registered with the state of Florida since January 2003 and is also registered in Texas. Jason is a Series 7, 9, 10, 24, 63, and 65 licensed professional. Prior to joining Truist Advisory Services, Inc., Jason worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Olde Discount Corporation.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
06/05/2018 - Present
Truist Advisory Services, Inc. (HALLANDALE FL)
NY
02/10/1998 - 01/07/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
08/30/1994 - 02/12/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 06/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/13/2005
Series 24 - General Securities Principal Examination
BC
Issued 05/30/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/03/1996
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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