Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Douglas Boothroyd is a financial advisor who has been in the industry since 2006. Jason is currently registered with Fidelity Personal AND Workplace Advisors. Prior to that, Jason was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, MetLife Securities Inc., Morgan Stanley Smith Barney, and Fidelity Brokerage Services LLC. Jason specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Jason is also a registered representative with FINRA and has passed several industry exams, including Series 7, Series 66, Series 9, and Series 10. Jason has a history of working in Connecticut and 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.
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.
1
2
NH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (HOLLIS NH)
CT
12/01/2010 - 05/15/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GLASTONBURY CT)
CT
07/26/2010 - 12/22/2010
METLIFE SECURITIES INC. (WETHERSFIELD CT)
CT
09/09/2009 - 05/24/2010
MORGAN STANLEY SMITH BARNEY (WEST HARTFORD CT)
CT
06/06/2006 - 08/20/2009
FIDELITY BROKERAGE SERVICES LLC (STAMFORD CT)
BOTH
Issued 06/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/15/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jason Boothroyd is the right advisor for you? Invested Better is here to help.
