Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Brennan is a financial advisor with over 10 years of experience in the industry. Jason is currently registered with United Planners' Financial Services of America A Limited Partner in Aliso Viejo, California. Jason has a strong background in securities and investment company products, having passed the Series 6 and SIE exams. Jason has previously worked with Pruco Securities, LLC in Irvine, California. Jason specializes in working with individuals and high-net-worth individuals, providing them with financial planning, portfolio management, and other advisory services.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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
CA
02/13/2019 - Present
United Planners' Financial Services OF America A Limited Partner (Aliso Viejo CA)
CA
10/06/2015 - 08/31/2017
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SEAL BEACH CA)
CA
12/20/2012 - 10/15/2015
PRUCO SECURITIES, LLC. (IRVINE CA)
BC
Issued 12/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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