Unclaimed
Jason Warren has been in the financial services industry since June 2006. Jason is currently registered with Farmers Financial Solutions, LLC in Orem, UT and has been with the firm since January 2011. Previously Jason has been registered with Sunset Financial Services, Inc. in Alpine, UT and PFS Investments Inc. in Lindon, UT. Jason is registered as a securities broker in Arizona, Idaho, and Utah. Jason holds the Series 6, Series 26, Series 63, and SIE licenses.
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
UT
01/12/2011 - Present
Farmers Financial Solutions, LLC (OREM UT)
UT
10/16/2009 - 10/12/2010
SUNSET FINANCIAL SERVICES, INC. (ALPINE UT)
UT
03/07/2006 - 09/25/2009
PFS INVESTMENTS INC. (LINDON UT)
BC
Issued 04/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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