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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 Edmond Lenotte is an investment advisor representative with Fidelity Personal AND Workplace Advisors. Jason Lenotte has been in the industry for over 7 years and has been registered with the firm since July 2018. Jason Lenotte has a Series 66 license, a Series 63 license, a SIE license and a Series 7 license. Jason Lenotte is registered with the state of New Hampshire as an Investment Advisor Representative. Jason Lenotte has been active as a broker-dealer for the last 5 years and has been active as an investment advisor for the last 2 years. Jason Lenotte works out of the Salem, NH branch office of Fidelity Personal AND Workplace Advisors.
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 (SALEM NH)
BOTH
Issued 06/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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