Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Andrew Iannantuono is a financial advisor with over 28 years of experience in the industry. Jason is currently a partner and registered representative of Osaic Advisory Services, LLC in Allentown, Pennsylvania. He has previously worked at several other firms, including Triad Advisors LLC, Cetera Advisor Networks LLC, Walnut Street Securities, Inc., MONY Securities Corp., and Royal Alliance Associates, Inc. Jason has a wide range of experience in financial planning, portfolio management, and insurance consulting. He is also a Certified Financial Planner.
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.
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2
PA
06/08/2018 - Present
Osaic Advisory Services, LLC (Allentown PA)
PA
05/02/2014 - 08/23/2024
TRIAD ADVISORS LLC (Allentown PA)
PA
09/03/2013 - 05/02/2014
CETERA ADVISOR NETWORKS LLC (ALLENTOWN PA)
PA
01/26/1998 - 09/03/2013
WALNUT STREET SECURITIES, INC. (ALLENTOWN PA)
NY
07/09/1995 - 01/22/1998
MONY SECURITIES CORP. (NEW YORK NY)
AZ
06/14/1994 - 01/25/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 05/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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