Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Dorshow is a financial advisor with over 18 years of experience in the industry. Jason currently works at Keefe, Bruyette & Woods, Inc. and Stifel, Nicolaus & Company, Inc.. Jason holds Series 7, 9, 10, 24, 55, 63, 65, 79TO, and SIE licenses and is registered in California and Maryland. Jason has worked for several other firms during their career including Legg Mason Wood Walker, Incorporated, Citigroup Global Markets Inc., and MILLER BUCKFIRE & CO., LLC.
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.
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.
1
2
NY
06/23/2016 - Present
Keefe, Bruyette & Woods, Inc. (NEW YORK NY)
NY
06/23/2016 - 08/01/2023
MILLER BUCKFIRE & CO., LLC (NEW YORK NY)
NY
02/21/2006 - 04/24/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
02/20/2001 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 12/10/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2011
Series 24 - General Securities Principal Examination
BC
Issued 04/12/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/12/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/22/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2001
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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