Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Lail is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jason has over 20 years of experience in the financial services industry. Jason is registered to provide investment advice in North Carolina. Prior to working for Merrill Lynch, Pierce, Fenner & Smith Inc., Jason worked for Wells Fargo Advisors, LLC and First Union Securities, Inc. Jason's specialties include investments, portfolio management, retirement planning, and financial planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NC
05/04/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
NC
04/10/2003 - 07/26/2010
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
MO
10/01/2000 - 04/30/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
09/15/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NJ
12/13/1999 - 08/09/2000
DLJDIRECT INC. (JERSEY CITY NJ)
BOTH
Issued 05/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/23/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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