Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Williams is a financial advisor with over 20 years of experience in the industry. Jason is currently registered with Osaic Wealth, Inc. Jason has been a Managing Director at Maui Wealth Management since 2020. Prior to joining Osaic Wealth, Inc., Jason was a Financial Advisor at LPL Financial LLC and CETERA Investment Services LLC. Jason holds licenses for Series 7, 63, 65, and 31. Jason’s specialties include financial planning, investment management, and insurance. Jason works with individuals, families, and businesses to help them 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.
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2
HI
07/09/2020 - Present
Osaic Wealth, Inc. (Wailuku HI)
HI
06/18/2018 - 06/22/2020
CETERA INVESTMENT SERVICES LLC (KIHEI HI)
HI
10/02/2006 - 06/29/2018
LPL FINANCIAL LLC (KAHULUI HI)
HI
03/26/2003 - 08/21/2006
MORGAN STANLEY DW INC. (WAILUKU HI)
NY
08/27/1999 - 11/21/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
VA
05/05/1999 - 07/27/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
03/09/1999 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
IA
Issued 05/14/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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