Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Penniman is a financial professional with over 15 years of experience in the industry. Jason has a broad range of experience and expertise in the financial services industry. Jason holds Series 4, 7, 24, and 63 licenses and has been registered with National Financial Services LLC since 2007. Jason has also previously worked at Fidelity Brokerage Services LLC. Jason has a strong commitment to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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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MA
08/14/2007 - Present
National Financial Services LLC (BOSTON MA)
MA
06/04/2007 - 06/15/2007
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BC
Issued 02/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2008
Series 24 - General Securities Principal Examination
BC
Issued 02/04/2008
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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