Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Alexander Key is a financial professional with over 20 years of experience in the industry. Jason has held positions at several prominent firms, including Lincoln Financial Advisors Corporation and MetLife Securities Inc. Currently, Jason is registered with Tiaa-Cref Individual & Institutional Services, LLC in Charlotte, NC. Jason specializes in providing financial planning and portfolio management services to individuals and businesses. Jason holds the Series 6, 7, 26 and 63 securities licenses.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
07/05/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
PA
05/01/2024 - 05/24/2024
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
12/13/2012 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
01/03/2012 - 12/31/2012
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
09/03/2002 - 12/31/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/03/2002 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
05/22/2001 - 08/23/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/22/2001 - 08/23/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
01/24/2001 - 05/25/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 01/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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