Unclaimed
Jason Campellone is a financial advisor registered with Fidelity Distributors Co. LLC. Jason has over 20 years of experience in the financial services industry. Jason holds the Series 6, 7, and 63 securities licenses and the SIE exam. Jason is registered in all 50 states, the District of Columbia, and Puerto Rico. Jason previously worked at Fidelity Brokerage Services LLC and Putnam Retail Management Limited Partnership.
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.
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.
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RI
04/08/2008 - Present
Fidelity Distributors Co. LLC (SMITHFIELD RI)
RI
02/04/2002 - 08/27/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
02/23/1998 - 04/17/2001
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BC
Issued 05/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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