Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Williams is a financial professional with over 27 years of experience in the financial services industry. Jason is currently registered with Nylife Distributors LLC and has previously held positions at FS Investment Solutions, LLC, Cohen & Steers Securities, LLC, ALPS Distributors, Inc., and Putnam Retail Management Limited Partnership. Jason holds several industry certifications, including the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Jason is registered with the state of 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
MA
05/01/2024 - Present
Nylife Distributors LLC (Scituate MA)
PA
10/26/2021 - 04/16/2024
FS INVESTMENT SOLUTIONS, LLC (PHILADELPHIA PA)
NY
03/11/2010 - 10/12/2021
COHEN & STEERS SECURITIES, LLC (NEW YORK NY)
CO
05/18/2007 - 02/22/2010
ALPS DISTRIBUTORS, INC. (DENVER CO)
MA
09/19/1996 - 05/14/2007
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 02/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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