Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Michael Bourdeau is a financial professional with over 20 years of experience in the industry. Jason is currently registered with MML Investors Services, LLC and has been with the firm since 2008. Jason's previous experience includes roles at MML Distributors, LLC, Nationwide Investment Services Corporation, Phoenix Equity Planning Corporation, Hartford Equity Sales Company Inc., Lincoln Financial Distributors, Inc., Aetna Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jason is a Series 6, 7, and 66 licensed professional and holds the SIE designation. Jason has a strong background in providing financial planning, portfolio management, and asset allocation programs to individuals, corporations, and other entities.
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
MA
05/16/2008 - Present
MML Investors Services, LLC (HOLYOKE MA)
CT
04/11/2007 - 05/19/2008
MML DISTRIBUTORS, LLC (ENFIELD CT)
OH
04/21/2005 - 01/30/2007
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
CT
07/08/2003 - 03/31/2005
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
01/10/2003 - 07/15/2003
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
PA
04/30/2002 - 07/12/2002
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CT
06/26/2000 - 05/02/2002
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
07/20/1999 - 06/09/2000
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
NY
11/10/1998 - 05/20/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CT
07/26/1996 - 12/07/1998
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
BOTH
Issued 12/10/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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