Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Horowitz is a financial professional with over 6 years of experience in the financial services industry. Jason is currently registered with Wellington Funds Distributors Inc. Jason has a Series 3, 7, and 63 license. Jason holds a Series SIE license and has been registered in California and Massachusetts. Jason has been working in the financial services industry since March 8, 2016.
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.
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.
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2
CA
03/09/2016 - Present
Wellington Funds Distributors Inc. (SAN FRANCISCO CA)
BC
Issued 04/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/23/2012
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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