Unclaimed
Jason R. Nazzaro is a financial advisor with Osaic Wealth, Inc. Jason has been in the financial industry for over 30 years. Jason is registered with FINRA and holds Series 6, 7, 24, 26, 63, and SIE licenses. Jason has a strong background in providing financial planning, portfolio management, and pension consulting services. Jason has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations.
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.
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2
NJ
09/01/2023 - Present
Osaic Wealth, Inc. (WOODCLIFF LAKE NJ)
NJ
10/17/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WOODCLIFF LAKE NJ)
NJ
09/10/2004 - 10/07/2011
LPL FINANCIAL LLC (PARAMUS NJ)
MO
07/23/2004 - 09/15/2004
FFP SECURITIES, INC. (CHESTERFIELD MO)
CA
11/08/1999 - 07/22/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
AZ
10/01/1997 - 11/11/1999
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
02/05/1996 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
NY
06/16/1995 - 02/01/1996
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
03/16/1992 - 06/21/1995
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
03/22/1995 - 06/15/1995
CADARET, GRANT & CO., INC. (SYRACUSE NY)
BC
Issued 06/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2000
Series 24 - General Securities Principal Examination
BC
Issued 05/12/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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