Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Demeo is a financial professional with over 16 years of experience in the financial services industry. Jason currently works as a registered representative with LPL Financial LLC. Jason's previous experience includes roles with P.J. ROBB VARIABLE CORPORATION, FIDELITY BROKERAGE SERVICES LLC, HSBC SECURITIES (USA) INC., NYLIFE SECURITIES LLC, and NYLIFE DISTRIBUTORS LLC. Jason holds Series 6, 7, 9, 10, 26, 63, and 66 securities licenses. Jason specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions.
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.
Consulting and other non-discretionary advisory services
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.
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2
SC
03/30/2022 - Present
LPL Financial LLC (FORT MILL SC)
TN
03/24/2021 - 03/23/2022
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
NJ
01/31/2020 - 02/08/2021
FIDELITY BROKERAGE SERVICES LLC (MORRISTOWN NJ)
NY
03/23/2018 - 01/29/2020
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NJ
10/30/2015 - 03/02/2018
NYLIFE SECURITIES LLC (SADDLE BROOK NJ)
NY
03/24/2008 - 11/02/2015
NYLIFE DISTRIBUTORS LLC (SLEEPY HOLLOW NY)
NJ
02/08/2006 - 10/19/2007
NYLIFE SECURITIES LLC (SADDLE BROOK NJ)
BOTH
Issued 07/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/09/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/12/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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