Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Landry Braatz is a financial advisor with over 20 years of experience in the industry. Jason is currently registered with Pine Valley Investments and has also held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, Citigroup Global Markets Inc., and Morgan Stanley DW Inc.. Jason holds the Series 66, Series 7, Series 31, and SIE licenses. Jason is a Certified Financial Planner™ professional and specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Jason Landry Braatz is committed to providing personalized advice and helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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NJ
08/22/2023 - Present
Pine Valley Investments (MARLTON NJ)
NJ
11/30/2012 - 07/05/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT LAUREL NJ)
NJ
06/01/2009 - 12/17/2012
MORGAN STANLEY (MT. LAUREL NJ)
NJ
10/22/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MT. LAUREL NJ)
NY
05/22/2001 - 10/26/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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