Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Todd Henry is a financial advisor with First Trust Portfolios LP, with over 18 years of experience in the industry. Jason holds Series 7, 24, 63, 99TO, and SIE licenses and is registered in Illinois. Jason has held various positions at First Trust Portfolios LP since 2004.
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
IL
06/18/2004 - Present
First Trust Portfolios LP (WHEATON IL)
BC
Issued 08/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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