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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Marcieski is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jason has been in the securities industry since 2002. Jason has experience working with a variety of clients including individuals, corporations, insurance companies, and charitable organizations. Jason holds FINRA Series 7, 7TO, 31, and SIE licenses, as well as state registrations in Pennsylvania and Texas. Jason is also a licensed insurance professional. Jason is committed to providing personalized financial advice to help clients achieve their financial goals.
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
PA
11/18/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GREENSBURG PA)
PA
11/04/2022 - 02/23/2023
NYLIFE SECURITIES LLC (PITTSBURGH PA)
PA
12/15/2011 - 03/19/2013
INVESTMENT PROFESSIONALS, INC. (INDIANA PA)
PA
01/01/2004 - 12/12/2011
PNC INVESTMENTS (BLAIRSVILLE PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
04/09/2002 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
NY
05/22/2001 - 04/03/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/14/1999 - 03/30/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 04/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/15/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 05/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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