Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Robert Duley is an investment advisor representative with Truist Advisory Services, Inc. located in Orlando, Florida. Jason has been in the securities industry for over 13 years. Jason has passed multiple securities exams including the Series 6, 7, 10, 24, 63, and 66. Jason has a proven track record of success in the financial services industry. Jason is committed to providing his clients with personalized financial advice and investment strategies. Jason is also a registered investment advisor in the state of Florida.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
08/07/2024 - Present
Truist Advisory Services, Inc. (ORLANDO FL)
IL
02/25/2022 - 07/17/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
03/31/2017 - 03/16/2022
CITI PRIVATE ADVISORY, LLC (Chicago IL)
IL
11/03/2015 - 03/16/2022
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
04/02/2012 - 10/01/2015
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
04/28/2010 - 10/11/2011
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 11/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/23/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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