Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Le is a financial advisor with Charles Schwab & Co., Inc. Jason has been in the industry since 2017 and is registered in 53 states, including Arizona. Jason holds the Series 7, 63, and 66 licenses and the SIE exam. Jason has been working with The Antigua Group, Inc., Glendale Community College, and Charles Schwab Bank, SSB prior to joining Charles Schwab & Co., Inc. Jason is affiliated with the Phoenix branch office of the firm.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
06/05/2023 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BOTH
Issued 07/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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