Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Portal is a financial advisor with over 7 years of experience in the financial services industry. Jason is currently registered with Deutsche Bank Securities Inc. in Jacksonville, FL. Jason has been with Deutsche Bank Securities Inc. since 2020, and previously worked with FIDELITY BROKERAGE SERVICES LLC. Jason holds a Series 7, Series 63, and Series 66 securities licenses.
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.
Equity & debt research, macro research, quant strategy, multi- asset research, catalyst calls
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.
Hard dollar payments for research
1
2
FL
10/29/2020 - Present
Deutsche Bank Securities Inc. (JACKSONVILLE FL)
FL
12/13/2012 - 01/25/2019
FIDELITY BROKERAGE SERVICES LLC (ALTAMONTE SPRINGS FL)
BOTH
Issued 11/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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