Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Dahl has been in the securities industry since January 21, 1999. He is currently registered with Victory Capital Services, Inc. in San Antonio, Texas. Jason holds the Series 6, Series 63, and SIE licenses. Previously, Jason worked for Forum Fund Services, LLC in Portland, Maine and UST Financial Services Corp. in New York, New York. Jason is registered in the state of New York.
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
TX
01/02/2004 - Present
Victory Capital Services, Inc. (San Antonio TX)
ME
06/13/2000 - 12/02/2002
FORUM FUND SERVICES, LLC (PORTLAND ME)
NY
10/22/1996 - 04/12/1999
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
BC
Issued 11/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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