Unclaimed
Jason Lazurick is an investment advisor representative with Schuylkill Financial, LLC. Jason is registered in Pennsylvania and has been in the industry since 2005. Jason previously worked at Raymond James & Associates, Inc. and Barclays Capital Inc. Jason has a Series 7, Series 63, and Series 65 license.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
02/21/2007 - Present
Schuylkill Financial, LLC (DOWNINGTOWN PA)
PA
04/10/2006 - 12/14/2006
RAYMOND JAMES & ASSOCIATES, INC. (PHILADELPHIA PA)
NY
07/11/2005 - 04/19/2006
BARCLAYS CAPITAL INC. (NEW YORK NY)
IA
Issued 05/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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