Unclaimed
Jason Wheeler is a financial advisor with Commonwealth Financial Network, based in Wilmington, North Carolina. Jason has been in the industry since 2000 and has a wide range of experience in providing financial advice. Jason is a Certified Financial Planner and holds Series 63, 65, 7 and 31 licenses. Jason also has experience in fixed insurance sales and is the co-owner and president of Pathfinder Wealth Consulting, Inc. Jason is dedicated to providing his clients with the best possible financial advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
06/10/2005 - Present
Commonwealth Financial Network (Wilmington NC)
NC
06/10/2005 - 07/31/2019
COMMONWEALTH FINANCIAL NETWORK (WILMINGTON NC)
NY
06/29/2001 - 06/13/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
GA
02/09/2000 - 06/29/2001
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
IA
Issued 10/15/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 02/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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