Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Mackey is an investment advisor representative who has been in the financial industry since November 14, 2017. Jason is a registered investment advisor with PFS Investments Inc., where Jason specializes in providing investment advice to individuals. Jason is also licensed to sell insurance products and may also receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc.. Jason has a Series 6, 63, 65, and 26 license. Jason holds a Series 63 and 65 license in Massachusetts.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
05/21/2018 - Present
PFS Investments Inc. (NATICK MA)
IA
Issued 04/23/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jason MacKey is the right advisor for you? Invested Better is here to help.
