Unclaimed
Jason Yuhas is a registered representative with LPL Financial LLC in Parma, Ohio. Jason has been in the securities industry since 2001 and has been with LPL Financial LLC since 2018. Jason also has a background with SII INVESTMENTS, INC. and FSC SECURITIES CORPORATION. Jason is a registered Investment Advisor Representative (IAR) with TA-Check Financial, an independent investment advisor firm. Jason specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
1
2
OH
02/14/2018 - Present
LPL Financial LLC (PARMA OH)
OH
08/03/2007 - 02/14/2018
SII INVESTMENTS, INC. (PARMA OH)
OH
02/17/2004 - 08/09/2007
FSC SECURITIES CORPORATION (PARMA OH)
GA
09/05/2001 - 01/07/2004
FSC SECURITIES CORPORATION (ATLANTA GA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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