Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Healy is a financial advisor with LPL Financial LLC. Jason has been in the financial services industry since 2009. Jason is registered with the state of Alabama and is a registered representative with FINRA. Jason has worked for CUNA Brokerage Services, Inc., MORGAN STANLEY SMITH BARNEY, and CITIGROUP GLOBAL MARKETS INC. in the past. Jason is also a registered investment advisor. Jason specializes in providing financial planning, portfolio management, and investment advisory services to individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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
AL
05/18/2022 - Present
LPL Financial LLC (DECATUR AL)
AL
11/04/2010 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (DECATUR AL)
AL
06/01/2009 - 07/15/2010
MORGAN STANLEY SMITH BARNEY (HUNTSVILLE AL)
AL
04/01/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HUNTSVILLE AL)
BOTH
Issued 04/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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