Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Minsky is a financial advisor with Ameriprise Financial Services, LLC. Jason has been in the financial services industry since March 14, 2002 and has been registered with Ameriprise Financial Services, LLC since September 2023. Previously, Jason was registered with CHARLES SCHWAB & CO., INC. and LPL FINANCIAL LLC. Jason holds the Series 7, Series 63, and Series 66 licenses. Jason is registered in 51 states and the District of Columbia.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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NC
09/14/2023 - Present
Ameriprise Financial Services, LLC (Charlotte NC)
NC
03/18/2022 - 08/16/2023
CHARLES SCHWAB & CO., INC. (Charlotte NC)
SC
03/04/2015 - 03/30/2022
LPL FINANCIAL LLC (FORT MILL SC)
NY
08/12/2013 - 11/18/2013
EQUITY SERVICES, INC. (NEW YORK NY)
NY
06/01/2009 - 09/09/2011
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
07/11/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/14/2008 - 04/17/2008
E*TRADE SECURITIES LLC (NEW YORK NY)
NY
05/10/2007 - 05/10/2007
SCOTTRADE, INC. (NEW YORK NY)
NY
08/22/2005 - 08/30/2006
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
TX
03/05/1996 - 11/14/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
08/18/1995 - 02/23/1996
THE BOSTON GROUP (LOS ANGELES CA)
NY
05/09/1995 - 08/15/1995
LT LAWRENCE & CO., INC. (NEW YORK NY)
BOTH
Issued 05/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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