Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Konskier is a registered investment advisor representative with Realta Investment Advisors, Inc.. Jason has been in the industry since April 11, 2013 and has a Series 7 and Series 66 license. Jason previously worked at WELLS FARGO CLEARING SERVICES, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jason is a Certified Financial Planner and specializes in retirement planning, college savings, estate planning, and insurance. Realta Investment Advisors, Inc. manages over $799 million in assets for a variety of clients, including individuals, families, trusts, and businesses. The firm offers a variety of investment advisory services, including financial planning, portfolio management, and investment research.
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.
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.
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
11/10/2021 - Present
Realta Investment Advisors, Inc. (NEW ROCHELLE NY)
NJ
09/11/2020 - 08/20/2021
WELLS FARGO CLEARING SERVICES, LLC (FORT LEE NJ)
NJ
01/21/2013 - 09/23/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LEE NJ)
BOTH
Issued 02/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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