Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Gentile is a financial advisor with over 20 years of experience in the industry. Jason currently works with Symmetry Partners and Apella Wealth. Jason is a Certified Financial Planner and has held a Series 7 and Series 66 license since 2003. Jason has experience working with a variety of clients, including individuals, families, businesses, and retirement plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub-advisor
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.
A percentage of the total value of assets under management is charged.
Fee paid for sub-advisor services provided to ria
1
2
CT
04/20/2006 - Present
Symmetry Partners (GLASTONBURY CT)
NY
03/08/2006 - 03/13/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CT
06/19/2003 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
BOTH
Issued 10/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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