Unclaimed
Jason Taylor has been in the financial industry since 2005. Jason is currently registered with Fidelity Brokerage Services LLC and has previously been registered with National Financial Services LLC. Jason holds Series 7, 9, 10, 63, and SIE licenses. Jason is registered in Kentucky, Massachusetts, Texas, and Utah.
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.
1
2
KY
08/16/2021 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
KY
06/06/2019 - 07/06/2021
NATIONAL FINANCIAL SERVICES LLC (COVINGTON KY)
KY
08/02/2013 - 05/15/2019
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
10/22/2012 - 07/02/2013
NATIONAL FINANCIAL SERVICES LLC (COVINGTON KY)
KY
09/22/2005 - 03/14/2012
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BC
Issued 09/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/04/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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