Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Bugg is a registered representative with Santander Securities LLC in Boston, Massachusetts. Jason has been in the securities industry since 2001 and has experience with a variety of firms, including Citizens Securities, Inc. and National Financial Services LLC. Jason specializes in providing financial planning, portfolio management for individuals and businesses, and selecting other advisors. He is also a registered investment advisor with the state of Massachusetts. Jason's experience and expertise make him a valuable resource for individuals and families looking to achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
12/20/2016 - Present
Santander Securities LLC (Boston MA)
MA
05/08/2014 - 12/12/2016
CITIZENS SECURITIES, INC. (CANTON MA)
MA
06/23/2010 - 03/22/2013
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
08/23/2007 - 06/16/2010
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
MA
07/13/2001 - 06/01/2007
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BOTH
Issued 05/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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