Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Alicea is a financial advisor currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Jason has been in the industry for over 20 years and has a broad range of experience in investment advisory services, financial planning, and portfolio management. Jason specializes in serving high-net-worth individuals, corporations, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
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.
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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TX
12/05/2024 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NY
05/06/2019 - 11/22/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
ME
01/03/2019 - 05/02/2019
FORESIDE FINANCIAL SERVICES, LLC (PORTLAND ME)
NY
06/22/2018 - 12/31/2018
ALPS DISTRIBUTORS, INC. (New York NY)
NY
04/04/2018 - 05/24/2018
NORTH SEA SECURITIES L.P. (New York NY)
NY
03/03/2011 - 08/09/2017
TOCQUEVILLE SECURITIES L.P. (NEW YORK NY)
NY
06/09/2006 - 03/04/2011
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
IL
06/23/2005 - 06/02/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
11/14/2002 - 06/06/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NY
04/23/2001 - 11/19/2002
C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP) (NEW YORK NY)
NY
11/03/1999 - 04/23/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
02/02/1997 - 10/25/1999
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
12/24/1996 - 01/17/1997
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
IA
Issued 02/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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