Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Leon Steele is a financial advisor registered with Prospera Financial Services, Inc. in Raleigh, NC. Jason Leon Steele has been in the financial services industry since 1996. Jason Leon Steele is a registered representative with FINRA and holds Series 63, Series 65, Series 7 and SIE licenses. Jason Leon Steele is also registered as an investment advisor representative with Prospera Financial Services, Inc. in NC and TX. Prior to joining Prospera Financial Services, Inc., Jason Leon Steele worked at RAYMOND JAMES FINANCIAL SERVICES, INC. and MORGAN KEEGAN & COMPANY, INC.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
NC
05/29/2012 - Present
Prospera Financial Services, Inc. (RALEIGH NC)
NC
11/18/2010 - 05/29/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (RALEIGH NC)
NC
03/04/1996 - 11/23/2010
MORGAN KEEGAN & COMPANY, INC. (RALEIGH NC)
BC
Issued 01/18/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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