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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 Coutcher is an investment advisor representative at LPL Financial LLC in Petoskey, MI. Jason has been in the securities industry since 2005. Prior to joining LPL Financial LLC, Jason was a registered representative with Fifth Third Securities, Inc., and BANC ONE SECURITIES CORPORATION. Jason has earned the Series 6, 7, 63, and 66 licenses as well as the SIE exam. Jason also has a real estate rental business in Petoskey, MI.
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.
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MI
03/18/2019 - Present
LPL Financial LLC (PETOSKEY MI)
MI
07/10/2008 - 12/07/2015
FIFTH THIRD SECURITIES, INC. (PETOSKEY MI)
IL
05/15/2001 - 07/08/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 08/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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