Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Bendik is a financial advisor with Allegheny Investments, Ltd. located in PITTSBURGH, PA. Jason has been in the industry since 2018 and has been actively registered with the state of Pennsylvania since 2018. Jason holds Series 7 and 66 securities licenses as well as the SIE. Jason specializes in providing financial planning, portfolio management for individuals and businesses. Jason also holds the position of President with the accounting and tax firm, Pandolfo Bendik, LTD.
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.
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.
1
2
PA
11/29/2018 - Present
Allegheny Investments, Ltd. (PITTSBURGH PA)
BOTH
Issued 11/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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