Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason McFaul has been working in the financial services industry since July 7, 2006. Jason is registered with MML Investors Services, LLC in Vermont. Jason has a Series 7, Series 31, and Series 63, and has earned the Series 65 license and passed the SIE exam. Jason has been a licensed insurance agent since May 2007, providing individual life insurance. Prior to joining MML Investors Services, LLC, Jason worked at Equity Services, Inc., and Morgan Stanley & Co., Incorporated.
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.
Asset allocation programs
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.
Solicitors fees
1
2
VT
09/05/2019 - Present
MML Investors Services, LLC (COLCHESTER VT)
VT
04/20/2007 - 09/03/2019
EQUITY SERVICES, INC. (COLCHESTER VT)
VT
04/02/2007 - 04/09/2007
MORGAN STANLEY & CO., INCORPORATED (BURLINGTON VT)
VT
06/27/2006 - 04/02/2007
MORGAN STANLEY DW INC. (BURLINGTON VT)
IA
Issued 08/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 06/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jason McFaul is the right advisor for you? Invested Better is here to help.
