Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Parrett is a financial advisor currently registered with Eagle Strategies LLC and is based in Cleveland, Ohio. Jason is also registered as an Investment Advisor Representative in Ohio. Prior to joining Eagle Strategies LLC, Jason was a Registered Representative at NYLIFE DISTRIBUTORS LLC in Cleveland, Ohio from May 26, 2020, to July 13, 2021. Jason holds the Series 7TO, Series 6TO, Series 63, Series 65 and Series 24 licenses. Jason’s areas of specialization include retirement planning, college savings plans, estate planning, insurance, and long-term care.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
11/28/2022 - Present
Eagle Strategies LLC (NEW YORK NY)
OH
05/26/2020 - 07/13/2021
NYLIFE DISTRIBUTORS LLC (Cleveland OH)
IA
Issued 11/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2023
Series 24 - General Securities Principal Examination
BC
Issued 11/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/26/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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