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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 Bernstein is a financial advisor with Fidelity Personal and Workplace Advisors, where Jason has been working since July 2018. Jason has been a registered representative for over 7 years and holds both Series 66 and Series 7 licenses, as well as Series 9 and Series 10. Jason is also a Certified Financial Planner. Previously, Jason worked as a financial advisor at LPL Financial from June 2015 until July 2016.
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.
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CA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (WOODLAND HILLS CA)
CA
08/13/2015 - 07/20/2016
LPL FINANCIAL LLC (WESTLAKE VILLAGE CA)
BOTH
Issued 09/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/10/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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