Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Dilorenzo is a financial advisor with over 20 years of experience in the industry. Jason has held positions with various financial institutions, including Countrywide Investment Services, Inc., Uvest Financial Services Group, Inc., IFMG Securities, Inc., Brookstreet Securities Corporation, Salomon Smith Barney Inc., Renaissance Financial Securities Corp., J.P. Morgan Securities LLC and Chase Investment Services Corp. Jason currently works as an Investment Advisor Representative for Citigroup Global Markets Inc. in New York, NY. Jason holds the Series 4, Series 7, Series 24, Series 52TO, Series 53 and Series 63 licenses, as well as the Series 65 license. Jason is registered to offer investment advisory services in 52 states and territories.
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.
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 advice
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.
1
2
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (New York NY)
NY
10/01/2012 - 08/15/2017
J.P. MORGAN SECURITIES LLC (MINEOLA NY)
NY
10/31/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ROSLYN HEIGHTS NY)
NY
06/06/2007 - 09/04/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (GARDEN CITY NY)
NY
06/02/2004 - 05/10/2007
UVEST FINANCIAL SERVICES GROUP, INC. (BETHPAGE NY)
NY
11/28/2001 - 05/25/2004
IFMG SECURITIES, INC. (PURCHASE NY)
CA
12/13/2000 - 02/09/2001
BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)
NY
06/22/1998 - 11/29/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NA
12/18/1997 - 03/12/1998
RENAISSANCE FINANCIAL SECURITIES CORP.
IA
Issued 03/11/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2012
Series 4 - Registered Options Principal Examination
BC
Issued 07/13/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/25/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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