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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 Salvino is a financial advisor at Fidelity Personal and Workplace Advisors. Jason has been in the financial services industry since 2020. Jason is registered with the state of Pennsylvania and Texas as an investment advisor representative. Jason is also registered with the state of Pennsylvania as a broker. The advisor has experience with Fidelity Personal and Workplace Advisors and T. Rowe Price Investment Services, INC.. The advisor has a Series 63, 66, 7TO, 6TO, and SIE license. Jason has 3 years of experience. Jason has been with Fidelity Personal and Workplace Advisors for 2 years. The advisor currently holds registrations in 52 states and the District of Columbia. Jason is able to provide financial planning, portfolio management for individuals and businesses, educational seminars, and the selection of other advisors.
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
KY
01/26/2022 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
MD
12/02/2019 - 10/14/2021
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 03/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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