Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Ajmo is an investment advisor representative with Ameriprise Financial Services, LLC, and has been in the industry since 1997. Jason is registered in 15 states and holds the following licenses: Series 7, 31, 55, 57TO, 63, and 66. Jason has been affiliated with Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated in the past.
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.
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.
Asset allocation services
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
08/06/2018 - Present
Ameriprise Financial Services, LLC (BOCA RATON FL)
FL
02/22/2013 - 08/06/2018
MORGAN STANLEY (BOCA RATON FL)
FL
03/16/2007 - 02/27/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTON FL)
FL
07/01/2003 - 03/20/2007
WACHOVIA SECURITIES, LLC (FORT LAUDERDALE FL)
NY
05/15/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/09/1999 - 05/17/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
11/06/1998 - 10/08/1999
ETG, L.L.C. (NEW YORK NY)
MO
08/06/1998 - 10/27/1998
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
FL
05/20/1997 - 08/13/1998
BILTMORE SECURITIES, INC. (FT. LAUDERDALE FL)
BOTH
Issued 07/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 04/30/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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