Unclaimed
Jason Shank is a financial advisor with Global Atlantic Distributors, LLC, based in Wayne, Pennsylvania. Jason has been in the financial services industry since April 26, 2008. Jason is registered with the Financial Industry Regulatory Authority (FINRA) as a general securities representative and holds the Series 6, Series 7TO and Series 63 licenses. Jason is licensed to conduct business in Minnesota, North Dakota, Pennsylvania, and Wisconsin.
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
PA
04/26/2010 - Present
Global Atlantic Distributors, LLC (WAYNE PA)
PA
04/02/2008 - 04/01/2010
HARTFORD LIFE DISTRIBUTORS, LLC (WAYNE PA)
BC
Issued 06/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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