Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Carrier is a Registered Investment Advisor Representative at Sound Income Strategies, LLC. Jason has been in the industry since 2002 and has worked with several different firms, including Broker Dealer Financial Services Corp. and Madison Avenue Securities, Inc. Jason is also a licensed insurance agent with Scranton Financial Group, where Jason conducts sales and service of fixed annuities and fixed insurance products.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
CT
04/10/2015 - Present
Sound Income Strategies, LLC (OLD SAYBROOK CT)
CT
09/14/2011 - 12/31/2015
BROKER DEALER FINANCIAL SERVICES CORP. (WESTBROOK CT)
CT
03/09/2009 - 12/31/2010
BROKER DEALER FINANCIAL SERVICES CORP. (SHELTON CT)
CT
04/06/2006 - 03/20/2007
MADISON AVENUE SECURITIES, INC. (ANSONIA CT)
MA
08/21/2002 - 10/03/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/21/2002 - 10/03/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 04/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/20/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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