Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Nichols is a financial advisor who has been in the industry since 2007. Jason is registered with Stratos Wealth Partners, Ltd. and is licensed to provide financial advice in Florida, Maryland, and Texas. Jason has a strong background in investment advising and financial planning. Jason is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Percentage of assets under management with third party managers
1
2
FL
01/06/2022 - Present
Stratos Wealth Partners, Ltd. (LAKEWOOD RANCH FL)
MD
10/10/2007 - 09/29/2008
LPL FINANCIAL CORPORATION (DAMASCUS MD)
NC
09/13/2007 - 10/09/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MD
08/16/2007 - 09/27/2007
FIRST COMMAND FINANCIAL PLANNING, INC. (FREDERICK MD)
IA
Issued 10/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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