Unclaimed
Jason McClellan is a financial professional with over 2 years of experience in the industry. Jason is currently registered with Franklin Distributors, LLC and holds licenses for Series 63, Series 7TO and SIE exams. Jason is registered in 53 states and the District of Columbia. Prior to joining Franklin Distributors, LLC, Jason worked with FRANKLIN/TEMPLETON DISTRIBUTORS, INC..
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
07/07/2021 - Present
Franklin Distributors, LLC (Rancho Cordova CA)
CA
03/16/2020 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)
BC
Issued 05/05/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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