Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Ivan Swink is a financial advisor with Cuso Financial Services, LP, headquartered in San Diego, California. Jason is a registered representative in North Carolina and has been in the financial services industry since 2005. Jason has extensive experience in the financial services industry, with previous employment at Wells Fargo Clearing Services, LLC and LPL Financial LLC. Jason holds the Series 7, Series 6, Series 63 and Series 66 licenses. Jason specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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.
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
08/26/2020 - Present
Cuso Financial Services, LP (Shelby NC)
NC
04/13/2012 - 01/14/2020
WELLS FARGO CLEARING SERVICES, LLC (SHELBY NC)
NC
07/05/2011 - 04/13/2012
LPL FINANCIAL LLC (SHELBY NC)
NC
06/16/2008 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (BOILING SPRINGS NC)
NC
03/06/2007 - 06/16/2008
UVEST FINANCIAL SERVICES GROUP, INC. (SHELBY NC)
NC
04/08/2005 - 03/02/2007
MONEY CONCEPTS CAPITAL CORP (STATESVILLE NC)
MA
11/01/2000 - 06/04/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/01/2000 - 06/04/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 05/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/31/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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