Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Lisick is a financial professional with over 15 years of experience in the industry. Jason is currently registered with Tradier Brokerage, Inc. and holds a variety of licenses and certifications including Series 7, Series 9, Series 24, Series 4, Series 63, Series 99TO and SIE. Jason has previously worked with ALLY INVEST SECURITIES LLC, LPL FINANCIAL LLC and TRADEKING.
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.
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.
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2
NC
03/15/2023 - Present
Tradier Brokerage, Inc. (CHARLOTTE NC)
NC
06/21/2017 - 08/15/2022
ALLY INVEST SECURITIES LLC (Charlotte NC)
SC
02/02/2016 - 05/24/2017
LPL FINANCIAL LLC (FORT MILL SC)
NC
09/28/2006 - 01/25/2016
TRADEKING (CHARLOTTE NC)
CA
07/12/2012 - 12/20/2012
ZECCO TRADING, INC. (GLENDALE CA)
BC
Issued 12/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2009
Series 4 - Registered Options Principal Examination
BC
Issued 10/07/2008
Series 24 - General Securities Principal Examination
BC
Issued 04/02/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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