Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Mincer is a financial advisor with Cetera Investment Advisers LLC, registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Jason is also registered with the state of Maryland, New York, and Texas as an investment advisor. Jason has been in the industry since 2015 and has experience working with individual investors, businesses, and institutions. Jason has a strong background in financial planning, investment management, and retirement planning. Jason is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals. Previously, Jason worked at Foresters Financial Services, Inc. in New York.
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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NY
04/22/2022 - Present
Cetera Investment Advisers LLC (FAIRPORT NY)
NY
10/27/2015 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (Fairport NY)
IA
Issued 7/9/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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