Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Ingram is a financial professional with over 4 years of experience in the financial services industry. Jason is currently registered with PFS Investments Inc. as a Registered Representative (RR) and Investment Adviser Representative (IAR). Jason has a strong background in sales and customer service, and is committed to providing his clients with personalized financial advice and guidance. Jason holds a Series 63, Series 65, and Series 26 license. He is also a registered representative in the state of Texas.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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TX
07/01/2024 - Present
PFS Investments Inc. (HOUSTON TX)
IA
Issued 06/25/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/04/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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