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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 Robert Steele is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., based in Grosse Pointe, MI. Jason Robert Steele is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA), and he is licensed to sell securities in 35 states. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Jason Robert Steele worked at Northwestern Mutual Investment Services, LLC. Jason Robert Steele has passed the Series 6, 7, 63, and 66 exams and has been in the industry since 2014. He is an active advisor and has received a large number of client reviews.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
06/10/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GROSSE POINTE MI)
MI
04/01/2014 - 08/26/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TROY MI)
BOTH
Issued 03/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/01/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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