Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Lamont Bird is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Williamsville, New York. Jason has been in the industry since February 2006, and has a broad range of experience. Jason holds Series 66, Series 7, and SIE licenses, and has held previous positions at MSI Financial Services, Inc., New England Securities, and AXA Advisors, LLC. Jason is also an active member of the community, serving as a Director of the Park School of Buffalo and a Trustee of the University at Buffalo Foundation Inc.
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
07/16/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WILLIAMSVILLE NY)
NY
03/25/2017 - 06/10/2019
MML INVESTORS SERVICES, LLC (Buffalo NY)
NY
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Williamsville NY)
NY
06/20/2012 - 01/02/2015
NEW ENGLAND SECURITIES (WILLIAMSVILLE NY)
NY
02/10/2006 - 06/19/2012
AXA ADVISORS, LLC (WILLIAMSVILLE NY)
BOTH
Issued 2/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/9/2006
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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