Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Schulman is a financial advisor with Cetera Advisors LLC, Cetera Financial Specialists LLC, and Cetera Investment Services LLC. Jason holds licenses for Series 6, 7, 24, 63, and SIE and has been in the industry since December 5, 2014. Jason is registered in Florida and Indiana. Cetera Advisor Networks LLC also employs Jason.
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.
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.
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CA
02/23/2024 - Present
Cetera Advisors LLC (EL SEGUNDO CA)
NY
09/12/2016 - 11/29/2022
MORGAN STANLEY (New York NY)
NY
07/02/2012 - 04/29/2015
NYLIFE SECURITIES LLC (MELVILLE NY)
BC
Issued 12/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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