Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Brim is a registered representative with Charles Schwab & CO., Inc. Jason has been in the securities industry since January 31, 2019 and is currently registered in Illinois. Jason is also a registered investment advisor representative for the firm. Prior to joining Charles Schwab, Jason worked at Equity Services, Inc. and Lakeshore Financial Group. Jason holds the Series 7 and Series 66 licenses and the SIE exam.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IL
06/15/2022 - Present
Charles Schwab & CO., Inc. (Schaumburg IL)
IL
01/18/2019 - 05/31/2022
EQUITY SERVICES, INC. (CHICAGO IL)
BOTH
Issued 04/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2019
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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