Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Robert Jason is a financial advisor with over 19 years of experience in the financial services industry. Michael is currently registered with Osaic FA, Inc. and is based in Paramus, New Jersey. Prior to joining Osaic FA, Inc., Michael was employed at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America Investment Services, Inc., and Nathan & Lewis Securities, Inc.. Michael holds a Series 6, 7, 63 and 66 license. Michael specializes in retirement planning, financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Retirement plan consulting services provided on a limited basis.
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.
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2
NJ
09/27/2021 - Present
Osaic FA, Inc. (PARAMUS NJ)
NJ
10/23/2009 - 09/23/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
NJ
07/01/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LIVINGSTON NJ)
NY
02/17/2000 - 02/28/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 03/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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