Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Vick is a financial advisor with Fidelity Personal and Workplace Advisors, and has been in the industry since 2005. Jason has experience working with clients of various types, including high-net-worth individuals, corporations and other businesses, and pension and profit-sharing plans. Jason offers a range of financial services, including financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
CO
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BROOMFIELD CO)
CO
01/25/2013 - 09/03/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
NY
05/12/2011 - 05/21/2012
BROAD STREET SECURITIES GROUP, LLC (NEW YORK NY)
IL
10/25/2005 - 02/01/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
KS
12/07/2004 - 10/26/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
IL
03/03/2003 - 01/12/2004
ASSENT LLC (BOLINGBROOK IL)
NY
06/26/2001 - 03/03/2003
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
IL
12/20/2000 - 05/18/2001
MARKET WISE SECURITIES, INC. (CHICAGO IL)
NY
07/31/1999 - 10/23/2000
U.S. SECURITIES & FUTURES CORP. (NEW YORK NY)
NY
12/02/1996 - 08/11/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
TX
07/31/1996 - 10/24/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 03/20/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/24/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2011
Series 56 - Proprietary Trader Qualification Examination
BC
Issued 01/31/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/14/1997
Series 3 - National Commodity Futures Examination
BC
Issued 12/31/1996
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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