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 Longnecker is an investment advisor representative at Principal Securities, Inc. based in Washington, Pennsylvania. Jason has over 20 years of experience in the financial services industry. Jason is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. Jason is also registered in several states as an investment advisor representative, including Pennsylvania, Texas, and several other states. Jason holds Series 7 and Series 66 securities licenses, along with the SIE. Jason is actively involved in the community and serves as an elder at Bible Alliance Church and an adjunct professor at Westmoreland County Community College. Jason’s specializations include investments for individuals, corporations, and insurance companies.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
PA
06/18/2021 - Present
Principal Securities, Inc. (WASHINGTON PA)
CA
09/13/2000 - 07/07/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BOTH
Issued 11/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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