Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Chabek is a financial advisor with Oppenheimer & Co. Inc. Jason has been working in the financial industry since December 6, 2004. Previously, Jason worked at Fifth Third Securities, Inc., Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Countrywide Investment Services, Inc., NatCity Investments, Inc., McDonald Investments Inc. and Dean Witter Reynolds Inc.. Jason is registered in California, District of Columbia, Florida, Georgia, Maine, New Jersey, New York, Ohio, Pennsylvania, South Carolina and Vermont. Jason holds Series 7, Series 31, and Series 66 licenses. Jason is a financial advisor with over 20 years of experience. Jason provides investment advice to individuals, businesses, and institutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
08/16/2023 - Present
Oppenheimer & Co. Inc. (FORT MYERS FL)
FL
02/28/2023 - 06/14/2023
FIFTH THIRD SECURITIES, INC. (BONITA SPRINGS FL)
FL
08/11/2011 - 03/02/2023
WELLS FARGO CLEARING SERVICES, LLC (FORT MYERS FL)
FL
10/23/2009 - 08/15/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT MYERS FL)
FL
09/04/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT. MYERS FL)
FL
09/26/2007 - 09/08/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (FT. MYERS FL)
OH
09/02/2005 - 11/23/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
09/25/2001 - 12/15/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
10/18/2000 - 03/05/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 02/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 10/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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