Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Demarzo is an investment advisor representative, licensed in 18 states. Jason is a registered representative of Northwestern Mutual Investment Services, LLC. Jason holds the Series 6, 7, 24, and 63 licenses and the Series 66 license. Jason has 20 years of experience in the financial services industry. Jason’s experience includes working with both individual and institutional clients. Jason provides a range of financial services including: investment research, financial planning, and referrals to other advisors.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
MA
10/08/2019 - Present
Northwestern Mutual Investment Services, LLC (Rockland MA)
MA
08/22/2003 - 10/03/2019
NYLIFE SECURITIES LLC (ROCKLAND MA)
BOTH
Issued 10/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/20/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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