Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Howard Laing is a financial advisor with over 28 years of experience in the industry. Jason is a registered representative of Truist Advisory Services, Inc., and is licensed in 27 states, including Florida, Texas, and California. Jason is a dedicated financial advisor who is committed to helping clients achieve their financial goals. His practice focuses on providing financial advice and investment management services to individuals, families, and businesses. Jason has a strong understanding of the financial markets and a proven track record of success. He is also an active member of his community and is committed to giving back.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
06/05/2018 - Present
Truist Advisory Services, Inc. (HALLANDALE FL)
NY
02/10/1998 - 01/07/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
08/30/1994 - 02/12/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 6/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 6/13/2005
Series 24 - General Securities Principal Examination
BC
Issued 5/30/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 7/3/1996
Series 4 - Registered Options Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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