Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Tabares is a financial advisor with UBS Financial Services Inc. Jason has been working in the financial industry since 2012 and holds the Series 3, 7, and 66 licenses. Jason has experience with Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jason has a specialization in providing financial planning and investment advice to high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Jason is registered to provide financial services in 54 states and jurisdictions.
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.
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.
See schedule d - miscellaneous
1
2
FL
07/02/2024 - Present
UBS Financial Services Inc. (CORAL GABLES FL)
FL
02/13/2018 - 07/17/2024
CITI PRIVATE ALTERNATIVES, LLC (Miami FL)
FL
02/13/2018 - 07/17/2024
CITIGROUP GLOBAL MARKETS INC. (Miami FL)
FL
04/27/2015 - 11/16/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
FL
05/04/2012 - 05/12/2015
CREDIT SUISSE SECURITIES (USA) LLC (MIAMI FL)
BOTH
Issued 07/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2018
Series 3 - National Commodity Futures Examination
BC
Issued 05/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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