Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Valentino is a registered investment advisor representative with Northwestern Mutual Investment Services, LLC and has been in the industry since January 2, 2013. Jason is registered with the state of New Jersey as an investment advisor representative. Jason has a series 63, series 65, SIE, and series 7TO license. Jason Valentino is associated with the Poughkeepsie, NY branch office of Northwestern Mutual Investment Services, LLC.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
NY
02/12/2021 - Present
Northwestern Mutual Investment Services, LLC (POUGHKEEPSIE NY)
NY
11/30/2012 - 01/07/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (POUGHKEEPSIE NY)
IA
Issued 08/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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