Unclaimed
Jason Patrick Terzi is a registered representative with Fidelity Brokerage Services LLC. Jason has been in the industry since February 12, 2023, and is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Jason is a Series 7, Series 63, and SIE licensed representative. Jason is committed to providing his clients with the highest level of service 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.
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2
UT
02/13/2023 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 02/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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