Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Anthony Adamic is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Boston, MA. Jason has been in the financial industry for over 25 years. He is licensed in multiple states and holds a variety of securities licenses including Series 7, 63, 65, and SIE. Jason specializes in providing advisory services to businesses, individuals, and institutional clients. He offers a range of services including portfolio management, pension consulting, financial planning and educational seminars. Jason's previous work experience includes a role at Olde Discount Corporation in Detroit, MI.
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
MA
03/22/2005 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
MI
09/21/1995 - 03/19/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 04/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1995
Series 52 - Municipal 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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