Unclaimed
Jason Mickool is a financial advisor with over 27 years of experience in the industry. Jason is a registered representative of Florida Financial Advisors, LLC and has been with the firm since 2018. Jason is also a licensed investment advisor representative in Florida, New York and Pennsylvania. Jason holds a Series 65, Series 63, Series 53, Series 4, Series 51, Series 24, Series 52TO and a Series 7.
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.
2% of net worth or assets for financial planning clients
1
2
FL
07/15/2020 - Present
Florida Financial Advisors, LLC (TAMPA FL)
FL
03/26/2018 - 03/08/2019
IFS SECURITIES (Tampa FL)
FL
10/03/2014 - 03/27/2018
PURSHE KAPLAN STERLING INVESTMENTS (Tampa FL)
IL
06/19/2013 - 09/18/2014
VOYA FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
08/22/2007 - 05/23/2013
NEW ENGLAND SECURITIES (NORTHBROOK IL)
MA
06/22/1995 - 12/08/2006
AMERIPRISE FINANCIAL SERVICES, INC. (BOSTON MA)
MN
06/22/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/04/2006
Series 4 - Registered Options Principal Examination
BC
Issued 05/02/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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