Unclaimed
Jason Emery is a financial professional with over 8 years of experience in the industry. Jason is currently registered with Lincoln Financial Distributors, Inc. in Delaware. Jason has experience with Investment Company Products/Variable Contracts Representative Examination and Securities Industry Essentials Examination. Prior to his current role, Jason worked at Lincoln Financial Advisors Corporation and Vanguard Marketing Corporation.
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
IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
IN
07/26/2022 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
04/20/2016 - 07/26/2022
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 05/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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