Unclaimed
Jason Mertz is a financial professional with AllianceBernstein Investments, Inc. Jason has been in the industry since January 12, 2017 and is licensed in New York and New Jersey. Jason is a Series 7, 63 and SIE licensed individual.
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.
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.
1
2
NY
01/13/2017 - Present
Alliancebernstein Investments, Inc. (NEW YORK NY)
BC
Issued 01/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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