Unclaimed
Jason Michael Haar is a financial advisor at Wells Fargo Clearing Services, LLC. Jason has been in the financial services industry since January 16, 2014. He has a Series 99 license and has passed the Securities Industry Essentials Examination (SIE). Jason previously worked at First Clearing, LLC. Jason is registered with FINRA and the firm is registered with the SEC.
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.
1
2
MO
11/11/2016 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
01/17/2014 - 11/11/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2014
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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