Unclaimed
Jason Katzen is a financial professional with over 4 years of experience in the securities industry. Jason is currently registered with Payden & Rygel Distributors in Los Angeles, California. Jason holds the Series 7, Series 24 and Series 63 licenses. Jason has previously worked at Toyota Financial Services Securities USA Corporation in Torrance, California.
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
CA
11/03/2017 - Present
Payden & Rygel Distributors (LOS ANGELES CA)
CA
11/20/2013 - 08/14/2017
TOYOTA FINANCIAL SERVICES SECURITIES USA CORPORATION (TORRANCE CA)
BC
Issued 12/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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