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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 Soucie is a financial advisor with Wells Fargo Advisors Financial Network, LLC, a firm with over 2,800 investment advisor representatives and over 3,200 registered representatives. Jason has been working in the industry since 1998. Jason currently holds registrations in Illinois and Texas. Jason's background includes experience with Wells Fargo Advisors Financial Network, LLC as well as Wells Fargo Clearing Services, LLC. Jason provides financial planning, pension consulting, and investment consulting services to institutional clients.
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.
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2
IL
03/11/2022 - Present
Wells Fargo Advisors Financial Network, LLC (BOURBONNAIS IL)
IL
11/10/1999 - 03/11/2022
WELLS FARGO CLEARING SERVICES, LLC (BOURBONNAIS IL)
IA
01/29/1998 - 11/08/1999
BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)
IL
01/10/1997 - 01/21/1997
MILLS FINANCIAL SERVICES, INC. (LAKE BLUFF IL)
IA
Issued 09/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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