Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Celentano is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jason has been working in the financial services industry since 1998. Jason holds licenses for both securities and investment advisory services and has a broad range of experience. Jason has held previous roles at TD Ameritrade, Fidelity Brokerage Services LLC, and Banc of America Investment Services, Inc. Jason is registered in all 50 states and is a well-respected professional with a long history of providing clients with high-quality financial advice.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
10/25/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SANTA CLARITA CA)
CA
08/31/2009 - 08/30/2013
TD AMERITRADE, INC. (PASADENA CA)
CA
11/07/2007 - 02/13/2009
FIDELITY BROKERAGE SERVICES LLC (WOODLAND HILLS CA)
CA
01/05/2007 - 10/17/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (LOS ANGELES CA)
CA
03/16/1998 - 12/04/2006
TD AMERITRADE, INC. (BEVERLY HILLS CA)
IA
Issued 6/3/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 3/13/2002
Series 24 - General Securities Principal Examination
BC
Issued 6/25/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2013
Series 3 - National Commodity Futures Examination
BC
Issued 3/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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