Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Duvall is a financial advisor with LPL Financial LLC. Jason has been in the financial services industry since 2002 and has experience working with both individuals and businesses. Jason is registered with the state of Maryland and has a variety of licenses including Series 7, Series 6, and Series 63. Jason is a dedicated professional who is committed to helping clients achieve their financial goals. Jason Duvall offers a wide range of services including financial planning, portfolio management, and retirement planning.
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
MD
06/09/2021 - Present
LPL Financial LLC (PIKESVILLE MD)
MD
12/17/2009 - 06/09/2021
M&T SECURITIES, INC. (BALTIMORE MD)
MD
04/09/2008 - 04/30/2009
M&T SECURITIES, INC. (WESTMINSTER MD)
MD
09/06/2006 - 01/18/2008
PRIMEVEST FINANCIAL SERVICES, INC. (WESTMINSTER MD)
MD
05/01/2003 - 01/11/2006
M&T SECURITIES, INC. (BALTIMORE MD)
MD
12/05/2000 - 05/01/2003
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
IA
Issued 04/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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