Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jayson? Claim Your ProfileJayson Tanzman is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jayson has over 20 years of experience in the financial services industry. Jayson is registered with the state of New York, Connecticut and Texas. He holds the Series 7, Series 31 and Series 66 securities licenses. Jayson also has a SIE exam. He is a member of the Rotary Club of Pittsfield and is a part-time youth hockey referee. Jayson specializes in providing financial advice and portfolio management services to individuals, businesses, and institutional 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
06/17/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ALBANY NY)
NY
08/13/2001 - 01/27/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 08/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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