Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Kelley Winemiller is a registered representative with Wells Fargo Clearing Services, LLC. Jason has been in the financial industry since 1986 and has experience working with various financial institutions, including Prudential Securities Incorporated and Drexel Burnham Lambert Incorporated. Jason is licensed in various states, including Washington, Texas, and New York, among others. Jason is committed to providing financial guidance and investment services to meet the needs of their clients.
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.
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.
Investment consulting services to institutional clients
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
WA
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (SEATTLE WA)
NY
05/26/1989 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
04/01/1986 - 06/29/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 04/22/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 03/31/1986
Series 15 - Foreign Currency Options Examination
BC
Issued 03/14/1986
Series 3 - National Commodity Futures Examination
BC
Issued 02/19/1986
Series 5 - Interest Rate Options Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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