Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Banks is a financial advisor with Fidelity Personal And Workplace Advisors, a firm headquartered in Boston, Massachusetts. Jason has over 10 years of experience in the financial services industry. Jason holds the Series 7, Series 63, Series 52, Series 53, Series 55, Series 99, and Series 57TO licenses. Jason is registered to provide investment advice in 53 states and the District of Columbia. Jason specializes in providing financial advice to individuals, businesses, and retirement plans.
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.
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.
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.
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2
FL
05/05/2022 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
10/16/2019 - 11/13/2020
NYLIFE SECURITIES LLC (SUNRISE FL)
FL
07/31/2017 - 04/16/2019
INSIGNEO SECURITIES, LLC (MIAMI FL)
FL
06/01/2015 - 07/31/2017
NORTHEAST SECURITIES, INC. (MIAMI FL)
NY
01/06/2015 - 06/01/2015
IVY SECURITIES, INC. (GREAT NECK NY)
NY
02/14/2012 - 12/19/2014
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
BOTH
Issued 04/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2018
Series 53 - Municipal 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 05/23/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/24/2012
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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