Unclaimed
Jason Alexander Thurm is a financial advisor who is currently registered with Guggenheim Securities, LLC in Boston, Massachusetts. Jason previously worked for Citigroup Global Markets Inc. in New York, New York. Jason is licensed to sell securities in Massachusetts and holds the Series 63, SIE and Series 79TO 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.
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.
1
2
MA
04/05/2022 - Present
Guggenheim Securities, LLC (Boston MA)
NY
05/29/2020 - 03/02/2022
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 05/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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