Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Baer is a financial professional with over 25 years of experience in the industry. Jason is currently registered with Stifel, Nicolaus & Company, Inc. and is based in Bethel Park, PA. Jason has a broad range of experience working with a variety of clients including individuals, families, businesses, high-net-worth individuals, and institutions. Jason holds a Series 7, Series 63, and Series 65 licenses. In addition to his current role, Jason has also held previous roles with Ryan Beck & Co., Advest, Inc., Arthurs, Lestrade & Company Incorporated, and VTR Capital, Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
06/18/2014 - Present
Stifel, Nicolaus & Company, Inc. (BETHEL PARK PA)
PA
11/04/2005 - 07/31/2007
RYAN BECK & CO. (BETHEL PARK PA)
CT
05/05/1999 - 11/22/2005
ADVEST, INC. (HARTFORD CT)
PA
09/22/1997 - 05/10/1999
ARTHURS, LESTRANGE & COMPANY INCORPORATED (PITTSBURGH PA)
NY
05/08/1997 - 08/12/1997
VTR CAPITAL, INC. (NEW YORK NY)
IA
Issued 09/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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