Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Lee Schrimsher is an investment advisor representative with UBS Financial Services Inc. Jason has been in the industry since 1999, and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Jason is also a member of the Make-A-Wish Foundation of Georgia/Alabama Advisory Board. Jason has a strong track record of success, and is committed to helping his clients achieve their financial goals.
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
AL
06/04/2009 - Present
UBS Financial Services Inc. (HUNTSVILLE AL)
AL
04/02/2007 - 01/22/2009
MORGAN STANLEY & CO. INCORPORATED (HUNTSVILLE AL)
AL
04/27/2001 - 04/02/2007
MORGAN STANLEY DW INC. (HUNTSVILLE AL)
AL
09/21/2000 - 03/30/2001
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
OH
07/07/2000 - 09/13/2000
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NY
08/12/1999 - 06/19/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/14/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/13/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 08/12/1999
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
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