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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Kimlick is a financial advisor with over 16 years of experience in the financial services industry. Jason has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Jason is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Previously, Jason worked with AXA Advisors, LLC, Thrivent Investment Management Inc. and RBC Centura Securities, Inc.. Jason holds Series 6, 7, 63, 66 and SIE licenses and is registered to provide investment advice in 35 states. Jason is committed to providing his clients with personalized financial advice and guidance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
07/19/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MELVILLE NY)
VA
07/22/2016 - 07/25/2017
AXA ADVISORS, LLC (NORFOLK VA)
SC
03/16/2016 - 06/22/2016
THRIVENT INVESTMENT MANAGEMENT INC. (MT PLEASANT SC)
NC
11/19/1999 - 05/30/2002
RBC CENTURA SECURITIES, INC. (KANNAPOLIS NC)
NC
03/21/1997 - 10/04/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 10/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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