Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Halikias is a financial professional with over 15 years of experience in the industry. Currently, Jason is registered with Oppenheimer & Co. Inc. He is a Series 7, 24, 55, and 63 licensed professional. Jason has a proven track record of success in providing financial advice and investment management services to a wide range of clients. Jason has previously held roles at LIGHT HORSE MARKET SOLUTIONS INC, SARATOGA CAPITAL MARKETS, C.E. UNTERBERG, TOWBIN, LLC., COLLINS STEWART INC., TULLETT LIBERTY SECURITIES INC., and BURLINGTON CAPITAL MARKETS INC. Jason's expertise in financial planning and portfolio management can help clients achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
03/24/2022 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
04/12/2013 - 04/26/2017
LIGHT HORSE MARKET SOLUTIONS INC (NEW YORK NY)
NY
12/12/2007 - 03/28/2013
SARATOGA CAPITAL MARKETS (NEW YORK NY)
NY
08/10/2007 - 12/07/2007
C.E. UNTERBERG, TOWBIN, LLC. (NEW YORK NY)
NY
11/10/2006 - 08/10/2007
COLLINS STEWART INC. (NEW YORK NY)
NY
01/08/2005 - 12/05/2006
TULLETT LIBERTY SECURITIES INC. (NEW YORK NY)
NY
12/04/2003 - 01/21/2005
BURLINGTON CAPITAL MARKETS INC. (NEW YORK NY)
NJ
09/29/2003 - 01/05/2004
GREEK TRADING LLC (RUMSON NJ)
BC
Issued 04/30/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 03/15/2005
Series 4 - Registered Options Principal Examination
BC
Issued 03/26/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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