Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Kulig is a financial professional with over a decade of experience in the industry. Jason has been registered with Goldman Sachs & Co. LLC since 2018, previously working with Credit Suisse Securities (USA) LLC and RBS Securities Inc. Jason holds the Series 63, Series 24, SIE, and Series 79 licenses. Jason has been a registered representative in 53 states and territories. Jason has a broad understanding of the financial industry and is dedicated to providing exceptional service to clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
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2
NY
07/12/2018 - Present
Goldman Sachs & Co. LLC (NEW YORK NY)
NY
05/11/2015 - 05/25/2018
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
CT
09/21/2010 - 03/24/2015
RBS SECURITIES INC. (STAMFORD CT)
BC
Issued 06/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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