Unclaimed
Jason Cork is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jason has been in the financial industry since 2003 and has experience working with a variety of clients, including individuals, families, businesses, and institutions. Jason is registered with FINRA and holds the Series 7, Series 66, and SIE licenses.
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
AL
05/24/2024 - Present
Wells Fargo Advisors Financial Network, LLC (HOMEWOOD AL)
AL
05/22/2009 - 06/03/2024
AMERIPRISE FINANCIAL SERVICES, LLC (BIRMINGHAM AL)
AL
07/20/2009 - 09/08/2011
SECURITIES AMERICA, INC. (BIRMINGHAM AL)
AL
03/18/2003 - 05/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
BOTH
Issued 05/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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