Unclaimed
Jason Youngman is a registered investment advisor representative with Fifth Third Securities, Inc. Jason has been in the industry since July 2011 and is licensed in 17 states. Jason has a Series 7TO, Series 6, and Series 63 license. Jason specializes in portfolio management for individuals and businesses, financial planning, and the selection of other advisors. Jason provides services to individuals, corporations, pension and profit-sharing plans, charitable organizations, high net worth individuals, and pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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TN
11/23/2016 - Present
Fifth Third Securities, Inc. (MURFREESBORO TN)
IA
Issued 11/18/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/2/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/2/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/15/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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