Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Sardo is a financial advisor at Maxim Group LLC with over 30 years of experience in the industry. Jason has a deep understanding of the financial markets and is dedicated to helping clients achieve their financial goals. Jason is licensed to provide financial advice in 53 states and territories. Jason has held previous positions at Advest, Inc., Wachovia Securities, LLC, CIBC World Markets Corp., H.J. Meyers & Co., Inc. and Gruntal & Co. Incorporated.
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.
1
2
FL
08/09/2005 - Present
Maxim Group LLC (Miami Beach FL)
CT
01/14/2005 - 08/31/2005
ADVEST, INC. (HARTFORD CT)
MO
01/29/2001 - 01/14/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
09/26/1997 - 02/21/2001
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
04/02/1993 - 10/22/1997
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
12/04/1991 - 04/05/1993
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
IA
Issued 12/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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