Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Paul Marks is a financial advisor who has been in the industry since 2014. Jason is currently registered with Ameritas Investment Company, LLC and has been with the firm since February 2023. Previously, Jason has worked with Fidelity Brokerage Services LLC and E*TRADE SECURITIES LLC. Jason is licensed to provide financial advice in Texas.
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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NE
02/06/2023 - Present
Ameritas Investment Company, LLC (LINCOLN NE)
NH
09/22/2022 - 10/28/2022
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
UT
07/16/2014 - 03/09/2016
E*TRADE SECURITIES LLC (SANDY UT)
BC
Issued 09/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/15/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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