Unclaimed
Jason Stock is an Investment Advisor Representative associated with Stronghold Capital Partners LLC. Jason is registered to offer investment advisory services in Arizona, Hawaii, Louisiana, New York, Texas, and Utah. Jason has been in the financial services industry for over 10 years. Jason is a licensed insurance agent with Jason Stock, PLLC and Stronghold Wealth Partners LLC. Jason is also a real estate agent with JPAR Vantage.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitor
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
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AZ
06/26/2024 - Present
Stronghold Capital Partners LLC (GILBERT AZ)
IA
Issued 04/23/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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