Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Belyea is an investment advisor representative associated with Osaic Institutions, Inc. in Concord, NH. Jason has been in the industry since March 19, 2000. Jason specializes in financial planning, pension consulting and portfolio management for both individuals and businesses. Jason also offers educational seminars and selection of other advisors to his clients. Jason has a strong track record of success in the industry, with previous affiliations with Citizens Securities, Inc., Santander Securities LLC, CCO Investment Services Corp, MetLife Securities Inc., BancNorth Investment Group, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Ameriprise Financial Services, Inc. and IDS Life Insurance Company.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for 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.
A percentage of the total value of assets under management is charged.
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2
NH
11/03/2024 - Present
Osaic Institutions, Inc. (CONCORD NH)
NH
01/26/2016 - 02/25/2021
CITIZENS SECURITIES, INC. (ROLLINSFORD NH)
NH
07/18/2014 - 02/02/2016
SANTANDER SECURITIES LLC (HILLSBOROUGH NH)
NH
11/15/2012 - 07/03/2014
CCO INVESTMENT SERVICES CORP. (MEREDITH NH)
NH
09/21/2009 - 11/13/2012
METLIFE SECURITIES INC. (MANCHESTER NH)
NH
06/11/2008 - 06/26/2009
BANCNORTH INVESTMENT GROUP, INC. (EPPING NH)
NH
06/10/2006 - 06/11/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANCHESTER NH)
IA
12/10/1999 - 06/14/2006
AMERIPRISE FINANCIAL SERVICES, INC. (WEST DES MOINES IA)
MN
12/10/1999 - 06/14/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1999
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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