Unclaimed
Jason Bilodeau is a registered representative with BNY Mellon Securities Corp. Jason has been in the securities industry for over 10 years and holds the Series 3, 7 and 63 licenses along with the SIE exam. Jason is registered to provide securities-related advice and services in 52 states and Puerto Rico. Jason is also a registered investment advisor with the firm in Massachusetts.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
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2
MA
10/21/2010 - Present
BNY Mellon Securities Corp. (BOSTON MA)
BC
Issued 01/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2013
Series 3 - National Commodity Futures Examination
BC
Issued 10/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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