Unclaimed
Jason Borek is a financial professional with over 15 years of experience in the financial services industry. He is currently registered with The Leaders Group, Inc. in Jacksonville, FL, where he has been employed since 2009. Jason has a broad range of experience in the industry, having previously worked at NYLIFE Securities LLC in Jacksonville, FL and Pruco Securities, LLC in Newark, NJ. He is also a Series 6, 7, and 66 licensed professional.
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
02/18/2009 - Present
THE Leaders Group, Inc. (Jacksonville FL)
FL
11/17/2006 - 01/09/2009
NYLIFE SECURITIES LLC (JACKSONVILLE FL)
NJ
04/21/2004 - 07/06/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 12/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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