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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Alvarez De Sotomayor is a financial advisor in Burlington, Massachusetts. Jason has been in the industry since 2007, and has experience with Edelman Financial Engines, EF Legacy Securities, LLC, Sanders Morris Harris LLC, CCO Investment Services Corp., National Planning Corporation, and Banc of America Investment Services, Inc. Jason is a Certified Financial Planner and holds Series 6, 7, 63, 65 and 66 licenses. Jason's firm, Edelman Financial Engines, is a financial services firm that provides financial planning, portfolio management, and other advisory services to individual and institutional clients. The firm has offices across the United States and manages over $270 billion in assets.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
1
2
MA
11/01/2018 - Present
Edelman Financial Engines (BURLINGTON MA)
MA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (BURLINGTON MA)
MA
01/20/2015 - 04/22/2016
SANDERS MORRIS HARRIS LLC (BURLINGTON MA)
MA
07/14/2010 - 11/25/2014
CCO INVESTMENT SERVICES CORP. (BOSTON MA)
MA
04/07/2010 - 06/11/2010
NATIONAL PLANNING CORPORATION (WOBURN MA)
MA
04/16/2007 - 03/18/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WALTHAM MA)
BOTH
Issued 12/6/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/21/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/1/2016
Series 7 - General Securities Representative Examination
BC
Issued 4/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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