Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Steiner is an Investment Advisor Representative at LPL Financial LLC, based in Fort Mill, South Carolina. Jason has been in the industry since October 13, 2019 and holds the Series 7, Series 63, Series 65, and Series 99TO licenses. Prior to joining LPL Financial LLC, Jason worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and VANGUARD MARKETING CORPORATION. Jason is registered to provide investment advice and securities services in 53 states and the District of Columbia.
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
SC
06/16/2023 - Present
LPL Financial LLC (FORT MILL SC)
NC
02/01/2019 - 07/12/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
10/13/2017 - 11/28/2018
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 06/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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