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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Messick is an investment advisor representative at LPL Financial LLC. Jason has been in the financial services industry since January 11, 1996, with a background in both Broker-Dealer and Investment Advisor capacities. Jason is licensed to provide financial advice in 29 states, and also holds licenses in Texas and Pennsylvania to conduct business as an investment advisor representative. Jason has a wide range of experience and expertise in the financial services industry and specializes in providing consulting, financial planning, and portfolio management services to individuals, corporations, 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.
1
2
PA
03/23/2023 - Present
LPL Financial LLC (CANONSBURG PA)
PA
01/12/1996 - 04/13/2023
HARVEST FINANCIAL CORPORATION (CANONSBURG PA)
IA
Issued 09/15/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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