Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Roney is an advisor who has been in the financial services industry since May 26, 2000. Jason is currently registered with Equitable Advisors, LLC, a firm based in New York. Jason Roney is also registered in California, Florida, New Jersey, North Carolina, Ohio, and Pennsylvania. Jason has passed Series 6, Series 7, Series 63, Series 66, and SIE exams. Jason Roney has been employed by Equitable Advisors, LLC since July 2004. Previously, Jason worked for AXA Advisors, LLC in New York, NY.
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.
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
PA
10/24/2013 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
NY
01/14/2003 - 08/17/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
04/24/2002 - 02/04/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
05/01/2000 - 03/28/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 10/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/29/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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