Unclaimed
Jason Hartzold is a financial advisor with Fidelity Brokerage Services LLC. Jason has been in the industry since 2003. Jason is registered with FINRA and is a registered representative in 15 states. Jason holds a Series 7TO, Series 6, and SIE license.
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
TX
01/05/2016 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
IL
12/01/2006 - 11/25/2015
GWFS EQUITIES, INC. (CHICAGO IL)
IL
06/17/2003 - 10/09/2006
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (WESTCHESTER IL)
IL
06/17/2003 - 10/09/2006
MUTUAL OF AMERICA SECURITIES CORPORATION (WESTCHESTER IL)
NY
11/14/2002 - 05/01/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 01/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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