Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Bezou, CFP®, has over 20 years of experience in the financial services industry. Jason is a registered representative of Osaic Wealth, Inc. and offers a range of financial services including financial planning, investment management, and retirement planning.
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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LA
01/19/2024 - Present
Osaic Wealth, Inc. (HAMMOND LA)
LA
07/11/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (New Orleans LA)
LA
01/02/2015 - 07/11/2018
CAPITAL ONE INVESTING, LLC (HARVEY LA)
LA
05/31/2008 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (MONROE LA)
LA
02/09/2005 - 05/31/2008
CAPITAL ONE INVESTMENTS, LLC (MONROE LA)
NJ
08/10/2004 - 02/10/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MD
07/07/2003 - 08/05/2004
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 05/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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