Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Pace is a financial advisor with Synovus Securities, Inc., based in Stuart, FL. Jason has been in the industry since 2000 and is registered with the state of Florida and 10 other states. Jason has a Series 7, Series 31, and Series 63 license.
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.
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.
Tax related services, administrative 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
FL
04/13/2022 - Present
Synovus Securities, Inc. (STUART FL)
FL
08/11/2010 - 10/21/2019
SUNTRUST INVESTMENT SERVICES, INC. (WEST PALM BEACH FL)
FL
10/24/2006 - 08/18/2010
GENWORTH FINANCIAL SECURITIES CORPORATION (PALM CITY FL)
IL
04/25/2005 - 09/29/2006
UVEST FINANCIAL SERVICES GROUP, INC. (CHICAGO IL)
PA
02/01/2002 - 03/30/2005
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
09/13/2000 - 02/22/2002
QUICK & REILLY, INC. (NEW YORK NY)
NY
10/22/1999 - 06/28/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 10/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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