Unclaimed
Jason Hinesley is a financial advisor currently registered with Empower Advisory Group, LLC. Jason has been in the financial industry since 2013 and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Previously, Jason was a financial advisor at Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jason holds several industry licenses including Series 4, 6, 7 and 66.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
02/13/2024 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
FL
12/15/2021 - 01/31/2023
CITIGROUP GLOBAL MARKETS INC. (Jacksonville FL)
FL
03/14/2017 - 10/02/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
11/11/2013 - 03/08/2016
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
SC
08/17/2011 - 01/25/2012
METLIFE SECURITIES INC. (GREENVILLE SC)
FL
03/21/2007 - 07/14/2009
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 03/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2015
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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