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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 Sherman is a financial advisor with LPL Financial LLC in SOUTHFIELD, MI. Jason has been in the financial services industry since 2003 and is registered with 20 states. Jason specializes in providing financial planning, portfolio management, and investment advisory services for individuals, businesses, and charitable organizations. Jason holds the Series 63 and 66 securities licenses, the Series 7 general securities representative license, and the SIE exam. Jason is also a Certified Financial Planner™.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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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MI
09/23/2010 - Present
LPL Financial LLC (SOUTHFIELD MI)
NE
08/07/2003 - 07/28/2004
AMERITAS INVESTMENT CORP. (LINCOLN NE)
BOTH
Issued 08/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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