Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Tucker is a registered representative with Charles Schwab & CO., Inc. Jason has been in the industry since February 23, 2017. Jason has a Series 63 and Series 66 license and also has a Series 7 and SIE license. Jason previously worked with Fidelity Brokerage Services LLC from January 27, 2017 to October 27, 2022 in Merrimack, NH. Jason has a total of 42 approved state registrations.
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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NH
11/29/2022 - Present
Charles Schwab & CO., Inc. (Nashua NH)
NH
01/27/2017 - 10/27/2022
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 03/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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