Unclaimed
Jason Michael Zambanini is a financial advisor with over 16 years of experience in the industry. Jason has worked at Pimco Investments LLC since 2011 and previously held positions at Allianz Global Investors Distributors LLC and Edward Jones. Jason holds the Series 3, 7 and 63 licenses as well as the SIE. Jason has a strong understanding of the financial markets and is committed to providing clients with personalized financial advice. Jason is registered in 18 states across the United States.
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
CA
02/14/2011 - Present
Pimco Investments LLC (NEWPORT BEACH CA)
CA
06/20/2006 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEWPORT BEACH CA)
MO
07/20/2004 - 11/22/2004
EDWARD JONES (ST. LOUIS MO)
BC
Issued 07/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2012
Series 3 - National Commodity Futures Examination
BC
Issued 07/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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