Unclaimed
Jason Silitsky is a financial advisor with Cetera Investment Advisers LLC. Jason has been in the industry since 2006. Jason is licensed in 25 states. Jason is a Series 6, 7, 24, 51 and 63 licensed holder and also has passed the SIE and the Series 65 exams. Jason has experience in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Jason has a large client base with diverse interests, ranging from individuals, to corporations, to charities, and pension plans.
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.
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.
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.
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NY
01/18/2023 - Present
Cetera Investment Advisers LLC (NEW YORK NY)
NJ
06/05/2006 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (ISELIN NJ)
IA
Issued 1/4/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/9/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/10/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 5/13/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 6/2/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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