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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Woloszyn is a financial advisor with Commonwealth Financial Network. Jason has been in the financial industry since 2005 and has experience with a variety of firms including LPL Financial LLC, Fidelity Brokerage Services LLC, Wells Fargo Advisors, LLC and Vanguard Marketing Corporation. Jason holds Series 6, 7, 63 and 66 licenses as well as the SIE. Jason has expertise in a number of areas including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NC
01/30/2023 - Present
Commonwealth Financial Network (HUNTERSVILLE NC)
SC
07/19/2017 - 12/15/2022
LPL FINANCIAL LLC (FORT MILL SC)
NC
09/26/2012 - 03/06/2015
FIDELITY BROKERAGE SERVICES LLC (CHARLOTTE NC)
NC
01/15/2009 - 09/04/2012
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
03/03/2005 - 01/06/2009
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 01/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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