Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Lyle Skrodenis is a financial advisor with over 12 years of experience in the industry. Jason is currently registered with Wells Fargo Clearing Services, LLC and is licensed to provide financial advice in multiple states, including Arizona and Texas. Jason has held previous roles with firms such as Geneos Wealth Management, Inc. and LPL Financial Corporation. Jason Lyle Skrodenis has a diverse range of experience, specializing in providing financial advice and portfolio management for individuals, businesses, and institutional clients. Jason Lyle Skrodenis's experience and expertise are valuable assets to the clients at Wells Fargo Clearing Services, LLC.
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.
Investment consulting services to institutional clients
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.
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2
AZ
03/27/2023 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
AZ
03/04/2010 - 09/15/2011
GENEOS WEALTH MANAGEMENT, INC. (SCOTTSDALE AZ)
AZ
10/09/2007 - 02/25/2010
LPL FINANCIAL CORPORATION (SCOTTSDALE AZ)
AZ
09/27/2004 - 10/09/2007
UVEST FINANCIAL SERVICES GROUP, INC. (PHOENIX AZ)
BC
Issued 06/23/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/07/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/12/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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