Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Lang is a financial advisor with Commonwealth Financial Network. Jason has been in the financial industry since 2007. Jason is registered with the state of Massachusetts and holds a Series 63, Series 6TO, Series 7 and Series 26 licenses. Jason's previous employment includes Ameritas Investment Corp., Symetra Securities, Inc., John Hancock Funds, LLC, Guardian Investor Services LLC, LPL Financial Corporation, MetLife Securities Inc., Sun Life Financial Distributors, Inc., and Linsco/Private Ledger Corp.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
10/07/2022 - Present
Commonwealth Financial Network (WALTHAM MA)
NE
04/24/2017 - 09/19/2017
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MA
12/04/2015 - 02/06/2017
SYMETRA SECURITIES, INC. (WALTHAM MA)
MA
12/06/2012 - 12/13/2013
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
NY
07/27/2010 - 12/05/2012
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
MA
12/15/2009 - 07/07/2010
LPL FINANCIAL CORPORATION (DEDHAM MA)
MA
04/08/2009 - 08/28/2009
METLIFE SECURITIES INC. (SPRINGFIELD MA)
MA
11/09/2000 - 01/27/2009
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (BOSTON MA)
SC
01/05/2000 - 08/08/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NE
08/30/1999 - 12/01/1999
SECURITIES AMERICA, INC. (LAVISTA NE)
BC
Issued 04/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/19/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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