Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Trichler is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since 1998. Jason has been registered with Merrill Lynch since 2009 and previously held positions with several firms including Bank of America, Quick & Reilly, and Tradestar Investments. Jason has a wide range of experience in the financial industry and holds several licenses and certifications, including Series 3, 7, 9, 10, 24, 52TO, 53, 63, and 65. Jason has extensive knowledge of financial planning, portfolio management, and investment strategies.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
WA
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BAINBRIDGE ISLAND WA)
WA
12/13/2002 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BAINBRIDGE ISLAND WA)
NY
06/28/2002 - 12/04/2002
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
MA
04/06/2001 - 06/10/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
03/07/2000 - 04/24/2001
QUICK & REILLY, INC. (NEW YORK NY)
TX
05/26/1999 - 03/16/2000
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
TX
04/23/1998 - 03/16/2000
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
IA
Issued 02/15/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/17/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/07/1999
Series 4 - Registered Options Principal Examination
BC
Issued 03/18/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2012
Series 3 - National Commodity Futures Examination
BC
Issued 04/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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