Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Osborne is a registered representative with LPL Financial LLC since August 2023. Jason has been active in the financial services industry since September 2021, when Jason passed the Securities Industry Essentials (SIE) exam. Jason also holds the Series 7 and Series 66 licenses. Jason is a licensed advisor in Alabama. Prior to working at LPL Financial LLC, Jason worked for the Alabama Law Enforcement Agency and was retired from the Alabama Law Enforcement Agency in March 2022.
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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AL
01/31/2024 - Present
LPL Financial LLC (MADISON AL)
BOTH
Issued 01/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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