Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Cerniglia is an investment advisor representative with Ameriprise Financial Services, LLC. Jason is a Certified Financial Planner™ professional and has been in the industry since 2001. Jason has a wide range of experience and specializes in providing financial advice to individuals, families, and businesses. Jason has offices in Mystic, Connecticut, Glastonbury, Connecticut and Sarasota, Florida. Jason also has experience with Citigroup Global Markets Inc. and IDS Life Insurance Company.
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.
Asset allocation services
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
CT
02/08/2010 - Present
Ameriprise Financial Services, LLC (Mystic CT)
MN
12/17/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
05/17/2001 - 11/30/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 06/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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