Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Yuhase is a financial professional with over 10 years of experience in the industry. Jason is currently registered with Northwestern Mutual Investment Services, LLC and has a Series 7, Series 63, and SIE licenses. Jason has been registered with the firm since 2012 and holds an active registration in North Carolina and Virginia. Jason’s expertise spans a variety of areas including investment research, referrals to other advisors, and financial planning. Jason has also served as a registered representative in North Carolina for Northwestern Mutual Investment Services, LLC from 2012 to 2013.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NC
03/27/2014 - Present
Northwestern Mutual Investment Services, LLC (Raleigh NC)
NC
01/25/2012 - 01/23/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RALEIGH NC)
BC
Issued 04/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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