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, registered with UBS Financial Services Inc. Jason has been in the industry for 24 years. Jason is licensed to sell securities in 30 states and has passed the Series 3, 7, 9, 10, 31, 63 and 65 exams. Previously, Jason has worked with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., AmSouth Investment Services, Inc., Nationwide Investment Services Corporation and Dean Witter Reynolds Inc. Jason is a member of the Make A Wish Foundation of Georgia/Alabama Advisory Board.
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 8/14/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/22/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 6/13/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/21/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 8/12/1999
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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