Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason McKenna is a financial advisor with The Pinnacle Financial Group in UNIONDALE, NY. Jason has been in the financial services industry since 1996 and has experience in providing investment advice, financial planning, and pension consulting. Jason is registered with the state of New York and is a Certified Financial Planner. Jason's previous experience includes positions with WELLS FARGO ADVISORS, LLC and CITIGROUP GLOBAL MARKETS INC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Financial planning
1
2
NY
08/17/2021 - Present
THE Pinnacle Financial Group (UNIONDALE NY)
NY
05/29/2009 - 09/23/2013
WELLS FARGO ADVISORS, LLC (MELVILLE NY)
NY
05/25/2006 - 06/04/2009
CITIGROUP GLOBAL MARKETS INC. (MELVILLE NY)
NJ
09/08/1997 - 06/15/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NA
02/25/1997 - 09/16/1997
RENAISSANCE FINANCIAL SECURITIES CORP.
NY
08/21/1996 - 02/21/1997
STERLING FOSTER & COMPANY, INC. (UNIONDALE NY)
IA
Issued 10/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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