Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Richard Schwartz is a financial advisor with Equitable Advisors, LLC. Jason has been in the industry since 1986 and has experience with a variety of financial products and services. Jason is registered to provide investment advice and sell securities in 37 states. Jason is a well-respected financial advisor and has been recognized for his expertise in financial planning, portfolio management, and investment advice.
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.
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
NY
06/05/2020 - Present
Equitable Advisors, LLC (MELVILLE NY)
NY
09/29/2005 - 09/29/2006
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
FL
03/24/2005 - 08/10/2005
GUNNALLEN FINANCIAL, INC (TAMPA FL)
CT
09/09/2003 - 06/17/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NY
05/10/1996 - 10/28/2003
AEGIS CAPITAL CORP. (NEW YORK NY)
NY
06/19/1986 - 11/21/1995
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
08/02/1985 - 06/27/1986
A. F. BEST SECURITIES, INC.
NA
09/24/1984 - 08/19/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 11/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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