Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Strum is an active Registered Representative and Investment Advisor Representative, licensed in Florida and California, with over 22 years of experience in the financial industry. Jason is currently employed by Citigroup Global Markets Inc. in their New York, NY branch. Previously, Jason has worked for firms like Kovack Securities Inc., Scottrade, Inc., Trillium Trading LLC, Heartland Securities Corp., and Prudential Securities Incorporated. Jason has a breadth of knowledge in the financial markets, as evidenced by his passing numerous exams and certifications like Series 7, 63, 65, 24, 55, SIE, and Series 57TO. Jason specializes in a variety of areas within financial services including investment advisory, portfolio management, and financial planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Asset allocation advice
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.
A percentage of the total value of assets under management is charged.
1
2
NY
02/05/2007 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
FL
02/10/2005 - 05/01/2006
KOVACK SECURITIES INC. (FT. LAUDERDALE FL)
MO
01/08/2004 - 09/08/2004
SCOTTRADE, INC. (ST. LOUIS MO)
NY
05/30/2003 - 12/12/2003
TRILLIUM TRADING LLC (NEW YORK NY)
NJ
01/02/2001 - 06/03/2003
HEARTLAND SECURITIES CORP. (EDISON NJ)
NY
11/24/1999 - 11/06/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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