Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Lurie is a financial advisor with Park Avenue Securities LLC in Latham, NY. Jason is licensed and registered in multiple states and has been in the industry since 2008. He specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Jason also offers educational seminars to clients. He has a strong track record of success in helping individuals achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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NY
01/27/2020 - Present
Park Avenue Securities LLC (LATHAM NY)
NY
03/31/2008 - 06/10/2013
CETERA FINANCIAL SPECIALISTS LLC (COHOES NY)
BOTH
Issued 04/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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