Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Curran is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jason is a Series 66 and Series 63 licensed professional with over 20 years of experience in the financial services industry. Prior to joining Merrill Lynch, Jason held positions at PFS Investments Inc., Waddell & Reed, Inc., and Charles Schwab & Co., Inc. Jason has a strong track record of providing financial advice to a wide range of clients, including individuals, businesses, and institutions. Jason is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
02/15/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
AZ
10/08/2012 - 12/10/2012
PFS INVESTMENTS INC. (GLENDALE AZ)
AZ
07/28/2010 - 05/18/2012
WADDELL & REED, INC. (SCOTTSDALE AZ)
AZ
10/06/2000 - 07/21/2010
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 05/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/18/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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