Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Bourgo is an investment professional with over 20 years of experience in the financial services industry. Jason is a Registered Representative of Lincoln Investment and holds Series 7, 9, 10, 24 and 66 securities licenses. Jason is also a Registered Investment Advisor with Lincoln Investment and provides financial planning, portfolio management, and investment advisory services to clients. He is committed to helping clients achieve their financial goals by providing personalized advice and tailored investment strategies. Jason is a co-owner of Nek LLC, a rental real estate business.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
06/24/2021 - Present
Lincoln Investment (Fort Washington PA)
MD
07/18/2002 - 05/14/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Hunt Valley MD)
MN
07/18/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/23/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/12/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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