Unclaimed
Jason Sander is a financial advisor with Stonehaven, LLC. He has been in the financial services industry since 2008. Jason holds his Series 7 and Series 63 licenses. He is registered in 17 states. Jason's previous experience includes roles at National Securities Corporation, Equus Financial Consulting LLC, Mercury Capital Advisors, LLC, Bear, Stearns & Co. Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
NY
12/15/2016 - Present
Stonehaven, LLC (NEW YORK NY)
FL
01/09/2015 - 12/06/2016
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
CT
08/05/2013 - 06/27/2014
EQUUS FINANCIAL CONSULTING LLC (NEW CANAAN CT)
NY
12/08/2010 - 07/22/2011
MERCURY CAPITAL ADVISORS, LLC (NEW YORK NY)
NY
06/10/1996 - 05/11/2000
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
03/20/1995 - 01/29/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 12/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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