Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Wayne Birdwell is a financial advisor with Main Street Financial Solutions, LLC. Jason has over 20 years of experience in the financial services industry and has held various roles at firms such as OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., and HD VEST INVESTMENT SERVICES. Jason holds the Series 63, Series 65, Series 7 and SIE licenses and is registered in Pennsylvania. Main Street Financial Solutions, LLC is a registered investment advisor that provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
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
NJ
01/11/2024 - Present
Main Street Financial Solutions, LLC (Mt Laurel NJ)
NJ
09/01/2023 - 11/03/2023
OSAIC WEALTH, INC. (DEPTFORD NJ)
NJ
04/17/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (DEPTFORD NJ)
NJ
05/05/2011 - 04/28/2017
HD VEST INVESTMENT SERVICES (Clarksboro NJ)
CA
01/05/2010 - 05/06/2011
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
NJ
12/04/2008 - 11/04/2009
SAMMONS SECURITIES COMPANY, LLC (MARLTON NJ)
NJ
08/16/2001 - 12/09/2008
MML INVESTORS SERVICES, INC. (MARLTON NJ)
NJ
10/01/1999 - 07/03/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 08/31/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jason Birdwell is the right advisor for you? Invested Better is here to help.
