Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Natale is a financial advisor with over 15 years of experience in the industry. Jason is currently registered with LPL Financial LLC, and is licensed to provide investment advice in several states. Jason specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations. Previously, Jason was registered with M&T Securities, Inc., Securian Financial Services, Inc., and Pruco Securities, LLC. Jason is dedicated to providing personalized financial advice and helping clients reach 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
06/09/2021 - Present
LPL Financial LLC (MONROE NJ)
NJ
04/04/2018 - 06/09/2021
M&T SECURITIES, INC. (Millburn NJ)
NJ
06/08/2015 - 04/05/2018
SECURIAN FINANCIAL SERVICES, INC. (Martinsville NJ)
NJ
09/14/2007 - 06/03/2015
PRUCO SECURITIES, LLC. (MARLTON NJ)
BOTH
Issued 05/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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