Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Michael Casas is a financial professional with over 17 years of experience in the financial services industry. Jason has held positions at several leading firms, including Lehman Brothers Inc., Barclays Capital Inc., SG Americas Securities, LLC, and currently at Bernstein Institutional Services LLC. Jason holds the Series 3, 7, 55, 57TO, and SIE licenses and is registered in New York. Jason's areas of expertise include commodities and equities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
NY
03/22/2024 - Present
Bernstein Institutional Services LLC (NEW YORK NY)
NY
10/01/2015 - 04/08/2024
SG AMERICAS SECURITIES, LLC (NEW YORK NY)
NY
09/22/2008 - 07/15/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
08/22/2006 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 08/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2011
Series 3 - National Commodity Futures Examination
BC
Issued 11/13/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/21/2006
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.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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