Unclaimed
Jason Oliver Downs is a registered representative with Valmark Securities, Inc. Jason has been in the securities industry for over 8 years, with his experience beginning in October 2014. Jason is licensed to sell securities in 14 states across the US. Jason is also registered with FINRA as a General Securities Representative. He holds Series 7TO, Series 63 and SIE licenses. Jason is committed to providing his clients with personalized financial advice and guidance.
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
07/29/2021 - Present
Valmark Securities, Inc. (TERRE HAUTE IN)
BC
Issued 06/22/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/23/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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