Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Giordano is a financial advisor with over 15 years of experience in the financial services industry. Jason currently works at Osaic Institutions, Inc. Prior to his current role, Jason has held positions at LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC. and WEBSTER INVESTMENT SERVICES, INC.. Jason offers financial planning and portfolio management services to individuals, families, and businesses. Jason is registered to provide investment advisory services in several states including Connecticut, Arizona, Florida, New Hampshire, and Texas. Jason holds licenses in several areas, including the Series 6, 7, and 63 exams. Jason is also a board member of the Northwest CT Community Foundation.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
CT
03/06/2020 - Present
Osaic Institutions, Inc. (Farmington CT)
CT
10/11/2011 - 03/18/2020
LPL FINANCIAL LLC (BRISTOL CT)
CT
02/13/2007 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (BRISTOL CT)
CT
04/18/2005 - 02/13/2007
WEBSTER INVESTMENT SERVICES, INC. (WEST HARTFORD CT)
IA
Issued 08/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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