Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Molnar is a financial advisor with Citigroup Global Markets Inc., located in Wilmington, DE. Jason has been in the financial industry since 2005. Jason has a strong track record of success in providing financial advice to individuals, families, and businesses. Jason holds the Series 63, Series 66, Series 7 and SIE licenses. Jason is also a Certified Financial Planner. Jason is committed to providing his clients with personalized financial advice and guidance.
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.
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2
DE
10/28/2019 - Present
Citigroup Global Markets Inc. (Wilmington DE)
DE
10/01/2008 - 02/22/2010
J.P. MORGAN SECURITIES INC. (NEWARK DE)
DE
10/27/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEWARK DE)
GA
09/29/2005 - 05/17/2006
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
BC
Issued 09/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2016
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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