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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Steven Freilich is a financial advisor with LPL Financial LLC in Merrick, NY. Jason has been in the financial services industry since March 2, 2002 and has experience with J.P. MORGAN SECURITIES LLC, CITIGROUP GLOBAL MARKETS INC., and CHASE INVESTMENT SERVICES CORP. Jason holds Series 6, 7, 63 and 65 licenses. Jason is registered to provide investment advice in Florida, Georgia, New York, North Carolina, and South Carolina.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
05/01/2024 - Present
LPL Financial LLC (MERRICK NY)
NY
01/16/2014 - 04/10/2024
CITIGROUP GLOBAL MARKETS INC. (WANTAGH NY)
NY
10/01/2012 - 01/17/2014
J.P. MORGAN SECURITIES LLC (FRANKLIN SQUARE NY)
NY
07/26/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FRANKLIN SQUARE NY)
NY
05/29/2007 - 08/06/2008
CITIGROUP GLOBAL MARKETS INC. (UNIONDALE NY)
NY
02/24/2000 - 05/29/2007
CITICORP INVESTMENT SERVICES (UNIONDALE NY)
IA
Issued 08/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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