Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Catalan is a financial advisor with over six years of experience in the financial industry. Jason is currently registered with Fidelity Brokerage Services LLC and is licensed in Massachusetts, Rhode Island, Texas, and Utah. Jason holds Series 7, Series 9, Series 10, Series 66, and SIE licenses. Jason is a highly experienced financial advisor who is dedicated to helping clients 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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2
RI
10/09/2023 - Present
Fidelity Brokerage Services LLC (CUMBERLAND RI)
RI
07/05/2017 - 09/18/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
BOTH
Issued 10/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/26/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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