Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Ortega is a financial advisor who has been in the industry since October 12, 2001. Jason currently works at Farmers Financial Solutions, LLC. He has a Series 6 license, which allows him to sell investment company products and variable contracts. He is also registered in California, where he holds a Series 63 license. Jason is dedicated to providing his clients with the financial guidance they need to achieve their 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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CA
10/12/2001 - Present
Farmers Financial Solutions, LLC (SAN CLEMENTE CA)
BC
Issued 11/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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