Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Szary is a financial advisor with over 12 years of experience in the financial services industry. Jason is currently registered as a Broker/Dealer and Investment Advisor Representative for Fidelity Personal and Workplace Advisors in Jacksonville, Florida. Previously, Jason was a Registered Representative at LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated, also in Jacksonville. Jason holds the Series 7, Series 66 and SIE licenses and has been recognized for his expertise in providing financial planning services to a wide range of clients, including individuals, high-net-worth individuals, businesses, and corporations.
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.
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.
1
2
FL
01/31/2024 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
10/18/2021 - 01/22/2024
LPL FINANCIAL LLC (JACKSONVILLE FL)
FL
06/15/2011 - 11/02/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 07/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jason Szary is the right advisor for you? Invested Better is here to help.
