Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Anthony Sartori is an Investment Advisor Representative associated with Voya Financial Advisors, Inc. Jason has been in the financial services industry since 2004 and has experience in providing advisory services to both individuals and corporations. Jason is registered to provide investment advice in 53 states, including Connecticut, Iowa, New York and Texas. Jason holds the Series 66, SIE and Series 7 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
06/27/2023 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
IA
06/09/2021 - 07/05/2023
LPL FINANCIAL LLC (DUBUQUE IA)
CO
09/16/2020 - 05/12/2021
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
IA
04/30/2005 - 07/16/2020
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (DUBUQUE IA)
CT
08/19/2004 - 04/30/2005
PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC. (HARTFORD CT)
BOTH
Issued 09/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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