Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason H Neumann is a financial advisor currently working at RBC Capital Markets, LLC. Jason has over 10 years of experience in the financial services industry. Prior to joining RBC Capital Markets, LLC Jason worked at Citigroup Global Markets Inc. and Credit Suisse Securities (USA) LLC. Jason has a Series 63, SIE, and Series 79 license and is registered in Georgia and New York. Jason specializes in providing financial services for a diverse client base, including corporations, high net worth individuals, insurance companies, pension and profit sharing plans, and charitable organizations.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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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2
NY
06/06/2022 - Present
RBC Capital Markets, LLC (NEW YORK NY)
NY
07/14/2016 - 05/31/2022
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/14/2012 - 05/18/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 09/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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