Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Feldman is a financial professional with over 25 years of experience in the financial services industry. Jason is currently registered with MML Investors Services, LLC and holds a Series 63, Series 66, Series 7, and SIE license. Jason is a Certified Financial Planner and a Chartered Financial Consultant. He has extensive experience in providing financial planning, portfolio management, and investment advisory services to individuals and businesses. Jason has also held previous roles at Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, Donald & Co. Securities Inc., Tassin & Company, Inc., First Cambridge Securities Corporation, Prudential Securities Incorporated, and Stratton Oakmont Inc. Jason is committed to providing his clients with personalized financial guidance and helping them achieve their financial goals.
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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
10/03/2017 - Present
MML Investors Services, LLC (New York NY)
NY
05/14/2001 - 10/03/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
WI
05/14/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NJ
01/07/1997 - 04/25/2001
DONALD & CO. SECURITIES INC. (TINTON FALLS NJ)
NY
01/16/1996 - 11/04/1997
TASIN & COMPANY, INC. (HAUPPAUGE NY)
NY
11/04/1996 - 01/06/1997
FIRST CAMBRIDGE SECURITIES CORPORATION (NEW YORK NY)
NY
08/02/1995 - 08/17/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/04/1995 - 08/02/1995
STRATTON OAKMONT INC. (LAKE SUCCESS NY)
BOTH
Issued 9/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/3/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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