Unclaimed
Jason Kutzke is a financial advisor with over 20 years of experience in the industry. Jason is currently registered with Symetra Securities, Inc. in Washington. Jason has a Series 6, 63 and 26 license. Jason has previously worked for INVESTACORP, INC., NFP ADVISOR SERVICES, LLC and THE LEADERS GROUP, INC.
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.
1
2
WA
12/04/2018 - Present
Symetra Securities, Inc. (BELLEVUE WA)
WA
02/04/2016 - 06/13/2017
INVESTACORP, INC. (SEATTLE WA)
WA
07/29/2005 - 03/24/2015
NFP ADVISOR SERVICES, LLC (SEATTLE WA)
CO
05/21/2001 - 07/29/2005
THE LEADERS GROUP, INC. (LITTLETON CO)
BC
Issued 06/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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