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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 Savey is a financial advisor with Onyx Bridge Wealth Group LLC in Tarrytown, NY. Jason Savey has been in the financial industry since December 1998. Jason Savey is registered to provide investment advice in 10 states. Jason Savey is a registered representative with FINRA and is also registered with the state of New York as an investment advisor representative. Jason Savey has passed Series 63, Series 65, Series 7, and SIE exams. Jason Savey has prior experience with Private Client Services, LLC, Ameriprise Financial Services, LLC, Oppenheimer & Co. Inc., H&R Block Financial Advisors, Inc., and UBS Paine Webber 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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NY
07/22/2021 - Present
Onyx Bridge Wealth Group LLC (TARRYTOWN NY)
NY
03/06/2020 - 04/01/2021
PRIVATE CLIENT SERVICES, LLC (TARRYTOWN NY)
NY
03/02/2018 - 02/12/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Tarrytown NY)
NY
06/14/2007 - 03/09/2018
OPPENHEIMER & CO. INC. (WHITE PLAINS NY)
CT
11/11/2002 - 06/14/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (GREENWICH CT)
NJ
11/10/1998 - 11/19/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 11/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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