Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Charles Benedetti is a financial advisor registered with Cetera Investment Advisers LLC. Jason is also a registered representative of Cetera Advisors LLC. Jason has been working in the financial industry since 2003, having previously been employed by MML Investors Services, LLC, MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Jason is a Certified Financial Planner and holds Series 6, 7 and 63 licenses. Jason is also registered to provide investment advice in 27 states and has over 100,000 clients, including individual investors, pension plans, charitable organizations, and businesses. Jason provides a range of financial services, including investment management, financial planning, 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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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 05/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/04/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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