Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Davis is a financial advisor with over 23 years of experience in the industry. Jason holds a Series 7, Series 24, Series 63 and Series 65 license. Jason is currently registered with Osaic Wealth, Inc. and has been with the firm since November 2023. Jason is also registered with the state of Florida and Michigan as an investment advisor representative and with Texas as a resident investment advisor representative. Jason's previous experience includes working with FSC Securities Corporation and KNEPP FINANCIAL GROUP, LLC. Jason specializes in working with individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
11/03/2023 - Present
Osaic Wealth, Inc. (LIVONIA MI)
MI
08/22/2000 - 11/03/2023
FSC SECURITIES CORPORATION (LIVONIA MI)
IA
Issued 04/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Davis is the right advisor for you? Invested Better is here to help.
