Unclaimed
Jason Robert Ufland is a registered representative with Wells Fargo Securities, LLC. Jason is licensed in 53 states and the District of Columbia. Jason has been in the securities industry since September 12, 2019 and has passed the Series 63, 79TO and SIE exams.
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
DC
09/13/2019 - Present
Wells Fargo Securities, LLC (Washington DC)
BC
Issued 08/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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