Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Whiteman is a financial advisor with over 20 years of experience in the industry. Jason has held various roles at prominent financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, SunTrust Investment Services, Inc., and Citigroup Investment Services. Jason is currently registered with PNC Investments, where he provides investment advice to individuals, businesses, and institutional clients. Jason is committed to providing his clients with personalized financial planning and investment management services that help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
VA
01/17/2024 - Present
PNC Investments (WOODBRIDGE, VA)
VA
03/26/2021 - 09/29/2023
UNITED BROKERAGE SERVICES, INC (Fredericksburg VA)
VA
07/28/2014 - 03/28/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANTILLY VA)
VA
04/03/2006 - 05/02/2012
SUNTRUST INVESTMENT SERVICES, INC. (FREDERICKSBURG VA)
NY
05/07/2002 - 08/09/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MA
01/28/1999 - 02/02/2001
BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)
NY
11/05/1998 - 12/15/1998
THE GOLDEN, LENDER FINANCIAL GROUP, INC. (NEW YORK NY)
NY
06/05/1997 - 10/27/1998
DALTON KENT SECURITIES GROUP, INC. (NEW YORK NY)
NY
10/21/1996 - 06/03/1997
DUKE & CO., INC. (NEW YORK NY)
NY
03/26/1996 - 09/26/1996
VTR CAPITAL, INC. (NEW YORK NY)
BOTH
Issued 07/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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