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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Braunstein is a financial advisor currently registered with MML Investors Services, LLC in Paramus, New Jersey. Jason has been working in the financial industry since 2006. Jason specializes in helping individuals, families, and businesses develop and implement personalized financial plans. Jason is also a registered investment advisor and can provide a range of investment advisory services. Jason has earned the Series 7, 63, and 66 licenses, as well as the SIE exam, and is a registered representative of MML Investors Services, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NJ
06/21/2019 - Present
MML Investors Services, LLC (PARAMUS NJ)
NJ
08/24/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ROSELAND NJ)
NJ
12/13/2011 - 08/17/2016
WELLS FARGO ADVISORS, LLC (BLOOMFIELD NJ)
NY
08/16/2007 - 07/28/2010
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
NY
04/22/2005 - 08/03/2006
HSBC SECURITIES (USA) INC. (BROOKLYN NY)
NY
10/06/2003 - 11/06/2003
HARRISON SECURITIES, INC. (PORT WASHINGTON NY)
NY
07/03/2002 - 08/19/2003
JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)
BOTH
Issued 6/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/31/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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