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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Shutts is an Investment Advisor Representative with The Strategic Financial Alliance, Inc. located in Raleigh, NC. Jason Shutts has been in the securities industry since January 2022, and is registered with FINRA as well as the state of North Carolina. Jason Shutts holds the Series 63, 65, 7TO, and SIE securities licenses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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GA
01/19/2024 - Present
THE Strategic Financial Alliance, Inc. (ATLANTA GA)
BC
Issued 03/30/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/20/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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