Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Weintraub is a financial advisor with Partners Capital Services, Inc. in Hauppauge, NY. Jason has been in the industry since June 16, 2020. Jason has a Series 66 and Series 7 license. Jason is registered to provide investment advice in 52 states. Jason also holds a Series 79 license. Jason has experience working at various firms such as BlackRock Investments, LLC, Craig-Hallum Capital Group LLC, and Alliance Global Partners.
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Personalized portfolio management to meet individual financial objectives.
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A percentage of the total value of assets under management is charged.
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NY
07/18/2024 - Present
Partners Capital Services, Inc. (HAUPPAUGE NY)
NY
12/05/2022 - 07/17/2024
A.G.P. / ALLIANCE GLOBAL PARTNERS (New York NY)
MN
02/23/2021 - 11/29/2022
CRAIG-HALLUM CAPITAL GROUP LLC (MINNEAPOLIS MN)
NY
06/12/2020 - 02/26/2021
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
BOTH
Issued 07/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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