Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jason is a financial professional with over 10 years of experience in the financial services industry. Robert currently is registered with Pacific Select Distributors, LLC and is licensed in Colorado. Robert holds Series 6, 7, 24, and 63 licenses, along with the SIE exam. Robert's experience includes working with clients in a variety of financial needs.
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
CO
06/22/2020 - Present
Pacific Select Distributors, LLC (Greenwood Village CO)
TX
05/25/2019 - 01/09/2020
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
CO
11/01/2013 - 05/25/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
CO
12/16/2004 - 04/23/2007
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
CA
05/02/2003 - 06/25/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BC
Issued 06/02/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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