Unclaimed
Jayson Schmitt is a registered representative with Bernstein Institutional Services LLC. Jayson has been in the financial industry since 2011. Jayson Schmitt holds Series 7, Series 24, Series 63, Series 7TO, Series 86 and Series 87 licenses and is registered in New York. Jayson was previously registered with SANFORD C. BERNSTEIN & CO., LLC, INSTINET, LLC, NOMURA SECURITIES INTERNATIONAL, INC., RBC CAPITAL MARKETS, LLC, OPPENHEIMER & CO. INC., CIBC WORLD MARKETS CORP. and LEHMAN BROTHERS INC..
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
NY
03/29/2024 - Present
Bernstein Institutional Services LLC (NEW YORK NY)
NY
12/01/2023 - 03/29/2024
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
11/14/2016 - 08/06/2020
INSTINET, LLC (NEW YORK NY)
NY
11/17/2015 - 11/14/2016
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
NY
06/27/2011 - 07/16/2015
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
NY
12/09/2009 - 07/07/2011
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
01/14/2008 - 09/23/2008
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
06/29/2006 - 01/14/2008
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
04/10/2006 - 07/07/2006
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 03/15/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/29/2023
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 05/29/2023
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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