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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Burack is an investment advisor representative at Hawk Capital Management LLC. Jason has been with the firm since July 2014 and has been in the industry since July 2011. Jason has a Series 66 license and a Series 24 license as well as a Series 7 license. Jason has experience in financial planning and portfolio management. He has been registered with the state of Massachusetts since September 2014 and with the state of Pennsylvania since November 2014. Jason's specializations include Financial Planning, Asset Allocation, and Retirement Planning.
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.
Personalized portfolio management to meet individual financial objectives.
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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MA
11/04/2014 - Present
Hawk Capital Management LLC (MILLBURY MA)
PA
07/18/2011 - 03/28/2012
THE INVESTMENT CENTER, INC. (BALA CYNWYD PA)
BOTH
Issued 08/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2011
Series 24 - General Securities Principal Examination
BC
Issued 07/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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