Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Dale Green is a financial advisor with The Huntington Investment Co. in Mentor, OH. Jason has been in the financial industry since January 2010 and is registered with FINRA and the SEC. Jason has a Series 6, 7, 63, and 66 licenses. Jason has been with The Huntington Investment Co. since December 2020. Previously, Jason was with NYLIFE SECURITIES LLC in Pepper Pike, OH.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
01/22/2021 - Present
THE Huntington Investment Co. (MENTOR OH)
OH
01/11/2010 - 12/09/2020
NYLIFE SECURITIES LLC (PEPPER PIKE OH)
BOTH
Issued 01/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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