Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Simonelli is a financial advisor with Fidelity Personal And Workplace Advisors, a firm with over $1 billion in assets under management. Jason has been in the financial services industry for over 10 years and holds the Series 6, 7, 63, and 66 securities licenses. Jason is also a Certified Financial Planner™. He is registered to offer investment advice in 35 states. Jason specializes in providing financial advice to individuals, families, and businesses. He provides financial planning, investment management, and retirement planning services.
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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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
AZ
10/01/2012 - 12/02/2014
J.P. MORGAN SECURITIES LLC (TUCSON AZ)
AZ
03/26/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TUCSON AZ)
BOTH
Issued 09/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/25/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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