Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Wilson is a financial advisor with Credit Union Investment Services located in Beaufort, NC. Jason has been in the financial services industry since 2012. Jason is licensed to provide financial advice in North Carolina and holds the following licenses: Series 6, Series 63, and Series 65. Jason's experience in the industry includes roles at WELLS FARGO ADVISORS, LLC and State Employees' Credit Union.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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NC
07/18/2018 - Present
Credit Union Investment Services (Beaufort NC)
NC
05/07/2008 - 01/29/2014
WELLS FARGO ADVISORS, LLC (VANCEBORO NC)
IA
Issued 07/18/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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