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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 Raymond Steeno is a registered representative and investment advisor representative with Corecap Advisors. Jason has been in the industry since June 25, 2000. Jason is registered with the state of Michigan and 50 other states as an Investment Advisor Representative. Jason also holds Series 7, 9, 10, 24, 63, 66, 99TO, and SIE licenses. Corecap Advisors is a registered investment adviser, offering portfolio management, financial planning, and educational seminars services to individuals, businesses, and pension and profit-sharing plans.
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.
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.
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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2
MI
03/20/2020 - Present
Corecap Advisors (SOUTHFIELD MI)
FL
08/19/2019 - 04/03/2020
REGAL SECURITIES, INC. (ORLANDO FL)
MO
07/23/2013 - 12/21/2017
SCOTTRADE, INC. (ST LOUIS MO)
IL
10/03/2000 - 10/03/2012
TD AMERITRADE, INC. (SCHAUMBURG IL)
NE
03/16/1999 - 10/14/1999
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
WI
03/25/1998 - 02/03/1999
SUNSTONE DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
WI
10/30/1996 - 12/24/1997
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
MN
05/10/1996 - 06/24/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 06/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2014
Series 24 - General Securities Principal Examination
BC
Issued 04/04/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/04/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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