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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 Cvetkovich is a financial advisor with Fidelity Personal And Workplace Advisors. Jason is a registered representative with Series 6, 7, 63, and 65 licenses and has been in the industry since 2018. Jason is a member of the FINRA and has several years of experience in the financial services industry. Prior to joining Fidelity Personal And Workplace Advisors, Jason worked at PNC Investments, TD Ameritrade, Inc., Edward Jones, and Citizens Securities, Inc. Jason has experience in financial planning, portfolio management, and educational seminars.
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.
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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2
OH
05/19/2024 - Present
Fidelity Personal AND Workplace Advisors (CINCINNATI OH)
OH
12/16/2020 - 04/24/2024
PNC INVESTMENTS (CINCINNATI OH)
PA
06/12/2020 - 12/15/2020
TD AMERITRADE, INC. (PITTSBURGH PA)
MO
12/17/2019 - 02/25/2020
EDWARD JONES (ST. LOUIS MO)
PA
10/29/2018 - 12/20/2019
CITIZENS SECURITIES, INC. (SEWICKLEY PA)
IA
Issued 03/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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