Unclaimed
Jason Best is an Investment Advisor Representative with Mainstay Capital Management, LLC. Jason has been in the financial services industry since 1994. Jason has a series 7, 63 and 66.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MI
09/22/2022 - Present
Mainstay Capital Management, LLC (GRAND BLANC MI)
MI
05/10/2018 - 10/12/2020
PRUCO SECURITIES, LLC. (TROY MI)
CT
02/26/2015 - 11/09/2016
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
MI
01/21/2011 - 11/21/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DEARBORN MI)
OH
07/24/2008 - 12/08/2009
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
MI
03/21/2006 - 02/04/2008
THE HUNTINGTON INVESTMENT COMPANY (WARREN MI)
NY
02/09/2004 - 06/06/2005
IFMG SECURITIES, INC. (PURCHASE NY)
IL
03/27/2002 - 04/16/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
03/29/1994 - 12/20/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/29/1994 - 12/20/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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