Unclaimed
Jason Wallace is a registered representative with Fidelity Brokerage Services LLC. Jason is licensed to sell securities in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Jason has passed the Series 7, Series 63, and SIE exams. Jason began his career in the securities industry on December 22, 2023. Jason is located at the Fidelity Brokerage Services LLC office in Salt Lake City, Utah.
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
UT
12/22/2023 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 01/08/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jason Wallace is the right advisor for you? Invested Better is here to help.