Unclaimed
Jason Julian Castelluccio is a financial advisor with Nuveen Securities, LLC. Jason has been in the industry since December 1, 2004. Jason is registered to provide securities advice in 53 states and the District of Columbia. Jason holds the Series 63, Series 7, and Series 65 licenses. Prior to working at Nuveen Securities, LLC, Jason worked at J.P. Morgan Institutional Investments Inc., Davis Distributors, LLC, and Citigroup Global Markets 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.
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.
1
2
MN
07/13/2016 - Present
Nuveen Securities, LLC (MINNEAPOLIS MN)
NY
04/22/2013 - 05/20/2016
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
04/02/2008 - 10/24/2012
DAVIS DISTRIBUTORS, LLC (NEW YORK NY)
NY
04/08/2004 - 03/27/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 12/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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