Unclaimed
Jason Okie is a registered representative with Silver Leaf Partners, LLC. He is also registered in the states of New York and Rhode Island. Jason has been in the financial industry for over 20 years and has experience in both securities and commodities. He holds Series 3, 7, and 63 licenses. His previous experience includes roles with Nutmeg Securities, LTD. and Barclays De Zoete Wedd Securities Inc.
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
07/08/2004 - Present
Silver Leaf Partners, LLC (NEW YORK NY)
NY
03/31/2003 - 07/12/2004
NUTMEG SECURITIES, LTD. (NEW YORK NY)
FL
07/17/2000 - 04/04/2003
NARRAGANSETT BAY SECURITIES, INC. (HOMESTEAD FL)
NY
11/14/1994 - 06/05/1996
BARCLAYS DE ZOETE WEDD SECURITIES INC. (NEW YORK NY)
BC
Issued 04/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1994
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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