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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 Lamendola is a financial advisor with Osaic Wealth, Inc. Jason is registered with the state of Pennsylvania as both a broker-dealer and an investment advisor. Jason has been in the financial services industry since October 2004 and has a wide range of experience in serving both individual and business clients. Jason offers financial planning services, pension consulting, educational seminars, and portfolio management for individuals and businesses. Jason has passed the Series 6, 7TO, and 63 exams as well as the SIE and Series 65 exams.
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.
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
PA
11/02/2018 - Present
Osaic Wealth, Inc. (ALLENTOWN PA)
PA
11/29/2006 - 11/02/2018
SIGNATOR INVESTORS, INC. (ALLENTOWN PA)
PA
09/02/2004 - 09/29/2006
SIGNATOR INVESTORS, INC. (ALLENTOWN PA)
IA
Issued 02/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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