Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Goldberg is a financial advisor at Osaic Wealth, Inc. Jason has been in the financial industry since 1995 and is currently registered to provide advisory services in 29 states. Jason holds Series 63, Series 6TO, SIE and Series 7 licenses.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (COMMACK NY)
NY
08/28/2023 - 06/14/2024
SECURITIES AMERICA, INC. (COMMACK NY)
NY
09/28/2021 - 08/31/2023
NEWBRIDGE SECURITIES CORPORATION (COMMACK NY)
NY
11/17/2015 - 10/06/2021
WORDEN CAPITAL MANAGEMENT LLC (Commack NY)
NY
06/22/2010 - 11/17/2015
ROCKWELL GLOBAL CAPITAL LLC (Syosset NY)
NY
01/26/2009 - 06/22/2010
FIRST MIDWEST SECURITIES, INC. (FARMINGDALE NY)
NY
02/06/2006 - 01/26/2009
NEWBRIDGE SECURITIES CORPORATION (FARMINGDALE NY)
TN
01/04/2005 - 02/06/2006
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
MA
11/09/2001 - 12/31/2004
CANTELLA & CO., INC. (MALDEN MA)
NY
10/31/1995 - 11/20/2001
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
BC
Issued 11/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Goldberg is the right advisor for you? Invested Better is here to help.
