Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Dinozzi is a financial advisor with over 10 years of experience in the industry. Jason is currently registered with Stonehaven, LLC in New York, NY. Previously, Jason worked with Bourstead Securities, LLC in Irvine, CA. Jason holds Series 7, Series 63, Series 65, and Series 30 licenses.
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.
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.
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NY
08/12/2024 - Present
Stonehaven, LLC (NEW YORK NY)
NY
08/08/2023 - 08/12/2024
STONEHAVEN, LLC (NEW YORK NY)
CA
07/13/2020 - 06/26/2023
BOUSTEAD SECURITIES, LLC (IRVINE CA)
BC
Issued 07/29/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/15/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2009
Series 30 - NFA Branch Manager Examination
BC
Issued 07/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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