Unclaimed
Jason Distel is a financial advisor at Fidelity Brokerage Services LLC, with experience in the financial industry since June 12, 2002. Jason holds the Series 63, Series 7, and Series 66 licenses and has been registered in 11 states, including Texas, California, Indiana, Montana, Nebraska, Ohio, Oklahoma, Oregon, Rhode Island, South Dakota, and Washington. Previously, Jason was with Charles Schwab & Co., Inc. and AXA Advisors, LLC.
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
TX
12/17/2012 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
09/17/2010 - 12/31/2011
CHARLES SCHWAB & CO., INC. (AUSTIN TX)
TX
02/22/2010 - 03/02/2010
AXA ADVISORS, LLC (PLANO TX)
TX
01/01/2008 - 02/17/2009
FIDELITY BROKERAGE SERVICES LLC (SOUTHLAKE TX)
TX
03/27/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (GRAPEVINE TX)
TX
12/08/1999 - 03/27/2007
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 07/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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