Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Apruzzese is a financial advisor with Osaic Institutions, Inc. Jason is a Registered Representative (RR) with experience in the financial services industry since October 2006. Jason holds licenses for Series 6, 7, 63, and 65. Jason has a proven track record of providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations. Jason is committed to providing personalized financial advice and helping clients achieve their financial goals.
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
04/25/2016 - Present
Osaic Institutions, Inc. (South Windsor CT)
CT
05/31/2011 - 04/22/2016
LPL FINANCIAL LLC (S WINDSOR CT)
CT
06/14/2010 - 06/01/2011
NEWALLIANCE INVESTMENTS, INC. (WETHERSFIELD CT)
CT
10/11/2006 - 06/22/2010
METLIFE SECURITIES INC. (WETHERSFIELD CT)
CT
10/11/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WETHERSFIELD CT)
IA
Issued 05/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Apruzzese is the right advisor for you? Invested Better is here to help.
