Unclaimed
Jason Kirby is a financial advisor with Stonehaven, LLC. Jason has been in the financial industry since February 28, 2022. Jason is registered in California, New Jersey, New York, and Texas. Jason holds the Series 63, Series 82TO, and SIE licenses. Jason was previously employed at INTE SECURITIES LLC.
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.
1
2
NY
08/18/2023 - Present
Stonehaven, LLC (NEW YORK NY)
FL
03/01/2022 - 08/30/2023
INTE SECURITIES LLC (BOCA RATON FL)
BC
Issued 04/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2022
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 12/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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