Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason MacLin is a financial advisor with LPL Financial LLC in Roanoke, Texas. Jason has been in the financial services industry since 2006, and has a broad range of experience in financial planning and investment management. Jason holds Series 6, 7, 63 and 66 securities licenses and is registered with the state of Texas. Jason is committed to providing personalized financial guidance to help clients achieve their 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.
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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2
TX
02/02/2024 - Present
LPL Financial LLC (ROANOKE TX)
TX
01/01/2008 - 12/19/2023
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
08/13/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
GA
05/03/2006 - 06/15/2007
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 10/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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