Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Klager is a financial advisor with over 16 years of experience in the industry. He currently works at Hsbc Securities (usa) Inc., specializing in providing asset allocation recommendations and managing portfolios for individuals, businesses, and pooled investment vehicles. Jason holds licenses in several states, including New York, New Jersey, Georgia, and North Carolina. Jason also has experience with Citigroup Global Markets Inc. and Commerce One Financial Inc. Jason is a Certified Financial Planner and is dedicated to providing comprehensive financial advice to his clients.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
08/01/2014 - Present
Hsbc Securities (usa) Inc. (NEW HYDE PARK NY)
NY
05/29/2007 - 01/28/2010
CITIGROUP GLOBAL MARKETS INC. (FOREST HILLS NY)
NY
02/16/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (FOREST HILLS NY)
NY
07/27/2006 - 09/29/2006
COMMERCE ONE FINANCIAL INC. (SYOSSET NY)
IA
Issued 01/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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