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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 Morelli is a financial advisor with Osaic Wealth, Inc. Jason has over 8 years of experience in the financial services industry. Jason is a Series 6, Series 26, and Series 63 licensed financial advisor. Jason specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Prior to joining Osaic Wealth, Inc., Jason worked at Securities America, Inc., AIG Capital Services, Inc., and ProEquities, Inc.
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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2
AL
06/14/2024 - Present
Osaic Wealth, Inc. (Birmingham AL)
AL
01/04/2023 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
NJ
06/20/2016 - 04/28/2021
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
AL
07/09/2014 - 06/29/2016
PROEQUITIES, INC. (BIRMINGHAM AL)
BC
Issued 03/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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