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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 Arcelay is a Registered Representative and Investment Advisor Representative with Fidelity Personal and Workplace Advisors. Jason is a seasoned professional with a long career in financial services. Jason began their career in 1992 and has held previous roles with TIAA-CREF Individual & Institutional Services, LLC, Fidelity Brokerage Services LLC, Smith Barney Inc., Lehman Brothers Inc., and M.S. Farrell & Company, Inc. Jason is currently registered to offer investment advisory services in Massachusetts, New Hampshire, and Texas. Jason holds the Series 7, 9, 10, 31, 63, 65, and 66 licenses.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MA
11/21/2012 - 02/12/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WALTHAM MA)
NY
04/14/2009 - 09/01/2011
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
ME
12/12/1995 - 02/11/2009
FIDELITY BROKERAGE SERVICES LLC (PORTLAND ME)
NY
07/31/1993 - 11/10/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
07/09/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
05/18/1992 - 07/08/1992
M.S. FARRELL & COMPANY, INC. (SYOSSET NY)
BOTH
Issued 07/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/31/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/12/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1993
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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