Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Moy has been a securities professional since 2006, and is currently registered with Morgan Stanley & Co. LLC. Jason Moy is a Series 7, Series 63, Series 99TO, and SIE licensed professional. Previously, Jason Moy worked at BARCLAYS CAPITAL INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
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.
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2
NY
04/26/2024 - Present
Morgan Stanley & Co. LLC (NEW YORK NY)
NY
11/18/2009 - 12/10/2014
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
09/01/2006 - 01/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 06/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2024
Series 99TO - Operations Professional Examination
BC
Issued 11/29/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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