Unclaimed
Jason Peter Dimeo is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Tampa, Florida. Jason is registered as a Registered Representative and Investment Advisor Representative and holds the Series 66, Series 7 and SIE licenses. Jason has experience in the industry since 2010, previously working with Merrill Lynch, Pierce, Fenner & Smith Incorporated. In addition to his role at Raymond James Financial Services Advisors, Inc., Jason is also the owner of Superior Insurance Partners, LLC. Jason is a Chartered Financial Analyst and specializes in a variety of financial services including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
10/29/2015 - Present
Raymond James Financial Services Advisors, Inc. (TAMPA FL)
FL
06/02/2010 - 12/13/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)
BOTH
Issued 06/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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