Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Cosulich is a financial advisor with over 20 years of experience in the industry. Jason holds a Series 7, Series 24, Series 4, Series 63, Series 79, Series 82, and Series 99 license, and is registered with American Trust Investment Services, Inc. Jason has previously worked at several other financial institutions, including AEON CAPITAL INC, WYNSTON HILL CAPITAL, LLC, PRESTIGE FINANCIAL CENTER, INC., ARJENT SERVICES LLC, VC ARJENT LTD., AURA FINANCIAL SERVICES, INC., VERTICAL CAPITAL PARTNERS, INC., GRYPHON FINANCIAL SECURITIES CORP., and HORNBLOWER & WEEKS, INC. Jason is a highly experienced advisor who can provide a wide range of financial services 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.
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.
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2
CA
05/23/2023 - Present
American Trust Investment Services, Inc. (San Clemente CA)
NY
06/04/2018 - 03/13/2023
AEON CAPITAL INC (New York NY)
NY
02/02/2009 - 08/14/2018
WYNSTON HILL CAPITAL, LLC (NEW YORK NY)
NY
08/12/2008 - 04/22/2009
PRESTIGE FINANCIAL CENTER, INC. (NEW YORK NY)
NY
07/15/2005 - 07/21/2008
ARJENT SERVICES LLC (NEW YORK NY)
NY
02/02/2006 - 10/06/2006
VC ARJENT LTD. (NEW YORK NY)
AL
07/01/2004 - 07/07/2005
AURA FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
NY
05/18/2004 - 06/28/2004
VERTICAL CAPITAL PARTNERS, INC. (NEW YORK NY)
FL
04/08/2002 - 11/03/2003
GRYPHON FINANCIAL SECURITIES CORP. (PALM BEACH FL)
NY
11/15/2000 - 10/25/2001
HORNBLOWER & WEEKS, INC. (NEW YORK NY)
BC
Issued 01/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2006
Series 4 - Registered Options Principal Examination
BC
Issued 08/26/2003
Series 24 - General Securities Principal Examination
BC
Issued 05/23/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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