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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 Bolduc is an Investment Advisor Representative with Cetera Investment Advisers LLC. Jason is a registered representative in New Hampshire and Texas. He is also an Investment Advisor Representative in New Hampshire and Texas. He has been in the securities industry for over 20 years. Jason has held previous roles at Fidelity Brokerage Services LLC and Bank of New Hampshire. His current employment is at Cetera Investment Advisers LLC, where he is registered as a Series 66, Series 9, Series 10, Series 7TO, and SIE. Jason holds the following designations: Jason has experience providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Guidance on pension options to ensure a secure financial future.
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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NH
04/19/2024 - Present
Cetera Investment Advisers LLC (CONCORD NH)
NH
12/23/2021 - 05/23/2023
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 01/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/31/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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