Unclaimed
Jason Wagoner is a financial advisor with over 28 years of experience in the industry. Jason has been registered with Fidelity Distributors Co. LLC since September 8, 2009. Prior to that, Jason was registered with INTEGRITY INVESTMENTS, INC. in Venice, FL from February 18, 1994 to August 6, 2009. Jason is licensed in all 50 states and the District of Columbia. Jason holds the Series 6, 7, 24, 63 and 66 licenses as well as the SIE exam. Jason specializes in a variety of investment products and services, including stocks, bonds, mutual funds, and variable annuities.
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
RI
09/08/2009 - Present
Fidelity Distributors Co. LLC (SMITHFIELD RI)
FL
02/18/1994 - 08/06/2009
INTEGRITY INVESTMENTS, INC. (VENICE FL)
BOTH
Issued 04/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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