Unclaimed
Jason Bayuk is a financial advisor with MML Investors Services, LLC, a Registered Investment Advisor firm. Jason Bayuk's professional experience includes positions with MSI Financial Services, Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Jason Bayuk has been in the securities industry since 2009. Jason Bayuk holds a Series 66 license, a Series 31 license, and a Series 7 license. Jason Bayuk's certifications include Certified Financial Planner. Jason Bayuk serves clients of all types, including individuals, families, and businesses. Jason Bayuk's areas of expertise include financial planning, portfolio management, and retirement planning.
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 programs
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.
Solicitors fees
1
2
NY
05/05/2017 - Present
MML Investors Services, LLC (NEW YORK NY)
NY
12/22/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
06/01/2009 - 12/23/2009
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
01/07/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 01/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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