Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Michael Wong is a registered representative and investment advisor representative with Amerivet Securities, Inc. Jason has been in the securities industry since December 12, 2010 and is licensed to provide securities and investment advisory services in 15 states and Puerto Rico. Jason previously worked at Tribal Capital Markets, LLC and Drexel Hamilton, LLC. His firm, Amerivet Securities, Inc., offers financial planning and portfolio management services for individuals. Jason is dedicated to providing his clients with personalized financial advice and investment solutions.
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.
Personalized portfolio management to meet individual financial objectives.
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
10/26/2021 - Present
Amerivet Securities, Inc. (NEW YORK NY)
FL
01/25/2018 - 05/11/2019
TRIBAL CAPITAL MARKETS, LLC (BRANDENTON FL)
NY
11/01/2010 - 01/23/2018
DREXEL HAMILTON, LLC (NEW YORK NY)
NY
10/15/2010 - 11/04/2010
NORTHEAST SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 10/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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