Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Miller is a financial advisor with over 10 years of experience in the financial industry. Jason has a Series 7, Series 63, and Series 65 license, as well as the Securities Industry Essentials (SIE) exam. Jason is currently registered with Fidelity Brokerage Services LLC. Jason is registered in 53 states, and is also registered with FINRA. Prior to joining Fidelity Brokerage Services LLC, Jason was employed with VANGUARD MARKETING CORPORATION in Scottsdale, Arizona.
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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TX
08/05/2015 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
AZ
09/16/2013 - 07/25/2014
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 09/25/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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