Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Toledo is a financial advisor with Gar Wood Securities, LLC, located in St. Petersburg, FL. Jason has been in the financial services industry since 2006 and has a broad range of experience in investment banking, wealth management, and financial planning. Jason is a Series 7 and 63 licensed financial advisor and has also passed the Series 4, 24, 52, 53, 57, and 99 exams. Jason has a strong track record of success in helping clients achieve their financial goals. Jason's previous employers include LBMZ Securities, Inc., Optionshouse, LLC, MTL Equity Products, Inc., and Scottrade, 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.
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
10/18/2018 - Present
GAR Wood Securities, LLC (St. Petersburg FL)
FL
03/22/2013 - 10/04/2018
LBMZ SECURITIES, INC. (Treasure Island FL)
IL
03/02/2012 - 03/08/2013
OPTIONSHOUSE, LLC (CHICAGO IL)
IL
01/27/2012 - 03/05/2012
MTL EQUITY PRODUCTS, INC. (OAK BROOK IL)
MO
04/18/2006 - 11/14/2011
SCOTTRADE, INC. (ST. LOUIS MO)
IA
Issued 07/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/26/2010
Series 4 - Registered Options Principal Examination
BC
Issued 03/17/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 12/09/2019
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2017
Series 3 - National Commodity Futures Examination
BC
Issued 04/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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