Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason De Tata is a financial advisor with over 7 years of experience in the industry. Jason is registered with LPL Financial LLC and has licenses in New Jersey, Texas, and other states. Jason has a Series 7, Series 63, Series 65, and SIE licenses. Jason has held previous positions at MML Investors Services, LLC, KCD Financial, Inc., and Questar Capital Corporation. Jason specializes in providing financial advice to individuals, businesses, and high-net-worth clients. Jason is committed to helping 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.
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.
Consulting and other non-discretionary advisory services
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
NJ
03/24/2022 - Present
LPL Financial LLC (BEDMINSTER NJ)
NJ
05/11/2017 - 03/30/2022
MML INVESTORS SERVICES, LLC (Warren NJ)
NJ
08/07/2015 - 11/08/2016
KCD FINANCIAL, INC. (Tabernacle NJ)
NJ
02/17/2015 - 04/29/2015
QUESTAR CAPITAL CORPORATION (MOUNT LAUREL NJ)
IA
Issued 12/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jason De tata is the right advisor for you? Invested Better is here to help.
