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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Michael Callin is an Investment Advisor Representative with Fidelity Personal and Workplace Advisors. Jason has been in the industry since September 2011. Jason has a Series 63, Series 65, Series 7, Series 9, and Series 10 license. Jason also has a SIE license. Jason has been registered with the state of Minnesota since July 13, 2018, and with the state of Wisconsin since February 23, 2021. Jason is also registered with the state of Arizona, Florida, Iowa, Minnesota, North Dakota, South Dakota, Utah, Virginia, and Wisconsin as a Broker. Jason is a member of the Financial Industry Regulatory Authority (FINRA).
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
02/23/2021 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
08/11/2011 - 01/17/2013
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 07/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/02/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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