Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Matza is a registered representative with Neuberger Berman BD LLC in New York, NY. Jason previously worked at WATERMILL INSTITUTIONAL TRADING LLC in Jersey City, NJ. Jason has passed the Series 7TO, Series 63 and SIE exams.
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.
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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.
A percentage of the total value of assets under management is charged.
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NY
06/28/2022 - Present
Neuberger Berman BD LLC (NEW YORK NY)
NJ
11/05/2021 - 06/24/2022
WATERMILL INSTITUTIONAL TRADING LLC (Jersey City NJ)
BC
Issued 01/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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