Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Hoeltzel is a registered investment advisor representative with Foundations Investment Advisors LLC. Jason has been in the securities industry since 2004 and holds Series 63, 66 and 7 licenses. Jason is a licensed insurance agent for Guardian Life Insurance Co., Prudential Life Insurance Co., and AFLAC Insurance Co. Jason is a financial planner who provides financial planning, educational seminars and selection of other advisers. Jason is also an independent contractor for Lyft Inc. and Uber/Raiser Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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2
PA
06/11/2024 - Present
Foundations Investment Advisors LLC (Zelienople PA)
PA
04/09/2019 - 04/19/2024
PRUCO SECURITIES, LLC. (Canonsburg PA)
PA
06/15/2016 - 01/22/2019
PARK AVENUE SECURITIES LLC (PITTSBURGH PA)
GA
08/26/2004 - 12/31/2008
PFS INVESTMENTS INC. (DULUTH GA)
NY
10/14/2002 - 10/28/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
NY
01/02/2002 - 06/19/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
NY
10/12/2001 - 01/02/2002
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
BOTH
Issued 11/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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