Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Twomey is a financial professional with over 20 years of experience in the industry. Jason is currently registered with Oppenheimer & Co. Inc. in Washington, DC. Jason has held various positions at other firms including BANC OF AMERICA SECURITIES LLC, CREDIT SUISSE FIRST BOSTON CORPORATION, and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION. Jason holds Series 63, 65, 66, 7, and SIE licenses. Jason specializes in providing financial advice and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
1
2
DC
01/24/2012 - Present
Oppenheimer & Co. Inc. (WASHINGTON DC)
MA
02/26/2004 - 09/04/2008
OPPENHEIMER & CO. INC. (BOSTON MA)
NY
12/01/2000 - 01/29/2004
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
11/03/2000 - 12/18/2000
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NJ
08/01/1995 - 12/11/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 01/18/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1995
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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