Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Andriano is a financial advisor at Bolton Securities Corp. Jason has been in the financial industry since 2010. Jason holds FINRA Series 7, 63 and 66 licenses as well as the SIE. Jason is also a Certified Financial Planner. Jason is registered to provide investment advice in 27 states and has offices located in Bolton, MA and Lakewood Ranch, FL. Jason has previously worked at Vanguard Marketing Corporation, E*TRADE Securities LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Guidance on pension options to ensure a secure financial future.
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.
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2
MA
04/08/2024 - Present
Bolton Securities Corp. (BOLTON MA)
NC
07/13/2021 - 10/08/2021
E*TRADE SECURITIES LLC (CHARLOTTE NC)
NC
07/25/2018 - 07/16/2021
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NY
01/18/2010 - 11/21/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBANY NY)
BC
Issued 05/21/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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