Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Forsythe is a financial professional with over 20 years of experience in the industry. Jason has a strong background in securities and investment advisory services. Jason is currently registered with Lincoln Financial Distributors, Inc. Jason holds the Series 7, 9, 10, 26, 63 and 65 licenses. Jason has been a Registered Representative since March 1999.
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
PA
02/15/2005 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
NY
03/08/1999 - 02/04/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/13/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/17/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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