Unclaimed
Jason Millwee is a financial advisor who has been in the industry since March 19, 2000. Jason is currently registered with Farmers Financial Solutions, LLC in Fresno, CA. Jason is also registered with the following states: California, Colorado, Florida, New York, Oregon, Pennsylvania, Utah, and Washington. Jason holds the Series 6, 26, and 63 licenses, as well as the SIE. Jason has previous experience with Investors Brokerage Services, Inc..
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
CA
09/06/2000 - Present
Farmers Financial Solutions, LLC (Fresno CA)
IL
03/20/2000 - 09/08/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
BC
Issued 03/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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