Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Magnotti is a financial advisor with over 15 years of experience in the industry. Jason is currently registered with Charles Schwab & CO., Inc. and is licensed to provide financial advice in several states. Previously, Jason worked with TD Ameritrade, Inc., Fidelity Brokerage Services LLC, TD Wealth Management Services Inc., and other firms. Jason provides financial planning and other advisory services to individuals and institutions.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CT
12/12/2019 - Present
Charles Schwab & CO., Inc. (Stamford CT)
CT
08/31/2017 - 12/10/2019
TD AMERITRADE, INC. (STAMFORD CT)
CT
12/16/2013 - 09/22/2015
FIDELITY BROKERAGE SERVICES LLC (STAMFORD CT)
CT
07/23/2010 - 12/04/2013
TD AMERITRADE, INC. (STAMFORD CT)
NY
02/16/2010 - 05/28/2010
TD WEALTH MANAGEMENT SERVICES INC. (NEW YORK NY)
CO
10/13/2009 - 01/22/2010
ALLSTATE FINANCIAL SERVICES, LLC (COLORADO SPRINGS CO)
CT
01/18/2008 - 09/01/2009
BANCNORTH INVESTMENT GROUP, INC. (PLANTSVILLE CT)
CT
05/24/2007 - 01/08/2008
DAVID LERNER ASSOCIATES, INC. (DARIEN CT)
BOTH
Issued 02/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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