Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason J. Wolsefer is a financial advisor currently affiliated with UBS Financial Services Inc. in BEVERLY HILLS, CA. Jason has been in the financial services industry since January 1997 and has held past roles with WACHOVIA SECURITIES, LLC, PRUDENTIAL SECURITIES INCORPORATED, and SALOMON SMITH BARNEY INC. Jason has a wide range of experience and holds registrations in numerous states, including California, Texas, and many others. Jason is a Registered Representative and an Investment Advisor Representative and is licensed to sell various financial products and services.
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.
See schedule d - miscellaneous
1
2
CA
03/11/2011 - Present
UBS Financial Services Inc. (BEVERLY HILLS CA)
MO
07/01/2003 - 02/12/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
07/26/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/28/1997 - 07/28/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 11/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jason Wolsefer is the right advisor for you? Invested Better is here to help.
