Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason David Christian is a financial professional with over 10 years of experience in the financial services industry. Jason holds several licenses including Series 3, 4, 7, 14, 24, 52, 53, and 63. Jason is currently registered with M Holdings Securities, Inc., and has previously worked with CAPITAL INSTITUTIONAL SERVICES, INC. and FINTECH SECURITIES. Jason has been active in the industry since November 18, 2012. Jason's experience and expertise spans a range of financial services, including portfolio management for both businesses and individuals. He also specializes in financial planning, pension consulting, and educational seminars. Jason's commitment to client success is evident in his dedication to providing comprehensive financial guidance and customized solutions.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
08/28/2023 - Present
M Holdings Securities, Inc. (Dallas TX)
TX
10/16/2012 - 07/24/2023
CAPITAL INSTITUTIONAL SERVICES, INC. (DALLAS TX)
TX
02/04/2019 - 02/10/2021
FINTECH SECURITIES (DALLAS TX)
BC
Issued 11/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/16/2013
Series 4 - Registered Options Principal Examination
BC
Issued 04/22/2013
Series 14 - Compliance Officer Examination
BC
Issued 02/11/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2014
Series 52 - Municipal Securities Representative Examination
BC
Issued 07/08/2013
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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