Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Stramara is a financial advisor with Wells Fargo Clearing Services, LLC, with over 22 years of experience in the industry. Jason has a strong background in municipal securities, having earned his Series 52 license in 1998. Jason also holds the Series 63, Series 66, and Series 7 licenses. Jason is registered to provide investment advice in Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, and Texas. Jason’s prior roles include working with TD Ameritrade, Inc. and UBS Financial Services Inc. Jason's experience and expertise can help you achieve your 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.
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.
Investment consulting services to institutional clients
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
FL
01/08/2025 - Present
Wells Fargo Clearing Services, LLC (WINTER PARK FL)
FL
08/03/2010 - 06/08/2018
TD AMERITRADE, INC. (WEST PALM BEACH FL)
PA
03/17/2006 - 05/11/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NJ
03/10/2005 - 12/20/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MO
05/26/2004 - 02/24/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
10/03/2003 - 05/03/2004
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
01/03/2003 - 10/02/2003
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
09/22/1999 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
MI
11/06/1998 - 12/01/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 04/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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