Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Beutel is a financial professional with over 18 years of experience in the financial services industry. Jason currently holds a registration with Citigroup Global Markets Inc. in Jacksonville, Florida. Prior to joining Citigroup Global Markets Inc., Jason was with UBS Financial Services Inc., Deutsche Bank Securities Inc., Fidelity Brokerage Services LLC, Frontier Financial Consultants, Inc., and Fidelity Investments Institutional Services Company, Inc. Jason has also worked in Columbia, Maryland; Smithfield, Rhode Island; Jacksonville, Florida and Weehawken, New Jersey.
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
FL
09/20/2023 - Present
Citigroup Global Markets Inc. (Jacksonville FL)
NJ
02/17/2015 - 09/11/2023
UBS FINANCIAL SERVICES INC. (Weehawken NJ)
FL
10/02/2013 - 02/20/2015
DEUTSCHE BANK SECURITIES INC. (JACKSONVILLE FL)
FL
06/15/2005 - 09/04/2013
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
MD
07/20/2004 - 11/08/2004
FRONTIER FINANCIAL CONSULTANTS, INC. (COLUMBIA MD)
RI
02/11/2004 - 08/18/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 04/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/24/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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