Unclaimed
Jason Bomba is a financial advisor with over 20 years of experience in the industry. Jason is currently registered with National Financial Services LLC. Jason has a strong background in securities, having passed the Series 7, 99, and SIE exams. Jason is also licensed in Rhode Island, having passed the Series 63 exam. Jason's previous experience includes working at Fidelity Brokerage Services LLC in Smithfield, RI.
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
NJ
09/24/2013 - Present
National Financial Services LLC (JERSEY CITY NJ)
RI
01/27/2003 - 11/22/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
09/28/1998 - 01/26/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 10/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2013
Series 99 - Operations Professional Examination
BC
Issued 09/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Bomba is the right advisor for you? Invested Better is here to help.