Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Wojciechowski is a financial advisor with over 25 years of experience in the industry. He is currently registered with TIAA-CREF Individual & Institutional Services, LLC. His primary focus is on providing financial planning and portfolio management services to individuals and families. Jason has a strong track record of helping clients achieve their financial goals. He holds a variety of licenses and certifications including the Series 7, Series 63, and Series 66 exams.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
MA
01/29/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Hingham MA)
FL
10/20/2010 - 12/04/2018
HSBC SECURITIES (USA) INC. (PALM BEACH GARDENS FL)
FL
03/21/2007 - 09/16/2010
AXA ADVISORS, LLC (FT. LAUDERDALE FL)
FL
04/29/2002 - 03/09/2007
GUNNALLEN FINANCIAL, INC (BOCA RATON FL)
NY
11/27/2001 - 05/01/2002
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
NY
09/11/2000 - 11/26/2001
BLUESTONE CAPITAL CORP. (NEW YORK NY)
FL
07/23/1997 - 10/09/2000
PREFERRED SECURITIES GROUP, INC. (BOCA RATON FL)
NJ
06/16/1997 - 07/18/1997
PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)
BOTH
Issued 04/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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