Unclaimed
Jason Bazinet is a financial professional with over 20 years of experience in the industry. Jason is currently a registered representative with Citigroup Global Markets Inc. and previously worked with J.P. Morgan Securities Inc. in New York, NY. Jason holds the Series 7, Series 10, Series 24, Series 63, Series 86 and Series 87 licenses and is registered in 53 states. Jason is a principal at Citigroup Global Markets Inc. and has experience in portfolio management for individuals and businesses. Jason's clients include individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
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.
1
2
NY
04/19/2005 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
05/01/2001 - 03/23/2005
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
11/09/2000 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 11/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/11/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/01/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/08/2000
Series 7 - General Securities 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
Not sure Jason Bazinet is the right advisor for you? Invested Better is here to help.