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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 Benedetti is a financial advisor with over 20 years of experience in the industry. Jason has been registered with Cetera Investment Advisers LLC since March 2024, and before that, was with MML Investors Services, LLC. Jason holds the Series 7, Series 6, and SIE licenses, and is also a Certified Financial Planner. Jason specializes in working with high-net-worth individuals, families, and businesses. Jason's approach is to help clients achieve their financial goals through comprehensive financial planning and investment management.
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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AZ
03/21/2024 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
AZ
03/25/2017 - 12/01/2021
MML INVESTORS SERVICES, LLC (SCOTTSDALE AZ)
AZ
11/21/2003 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (TEMPE AZ)
AZ
11/21/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MESA AZ)
GA
04/07/2003 - 11/28/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BC
Issued 5/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/28/2004
Series 7 - General Securities Representative Examination
BC
Issued 4/4/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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