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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 Castaldi is a financial advisor with MML Investors Services, LLC, a firm that has been in business since 1999. Jason is registered with 27 state securities authorities and 2 Investment Advisor State Registrations and holds licenses to provide investment advice and sell securities. Jason has been in the financial services industry for over 17 years. He is registered to provide investment advice and sell securities in a variety of states. Jason's clients include individuals, businesses, corporations, and retirement plans. Jason specializes in providing financial planning and investment management services to individuals and families.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CT
02/16/2021 - Present
MML Investors Services, LLC (SOUTHBURY CT)
BOTH
Issued 06/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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