Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Wong is a registered representative with Franklin Distributors, LLC. Jason holds the Series 7TO, Series 66, and SIE licenses. Jason has been in the industry since 2019. Prior to joining Franklin Distributors, LLC, Jason worked for CITIGROUP GLOBAL MARKETS 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
CA
09/22/2022 - Present
Franklin Distributors, LLC (San Mateo CA)
CA
05/07/2019 - 08/02/2021
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
BOTH
Issued 05/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jason Wong is the right advisor for you? Invested Better is here to help.
