Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Richard Nicastro is a financial advisor at LPL Financial LLC in Boston, MA. Jason has been in the financial services industry since December 10, 2006. Prior to joining LPL Financial LLC, Jason was a financial advisor at Raymond James Financial Services, Inc. in Wellesley, MA. Jason holds Series 7, Series 66, and Series 99TO licenses. He is also registered with the state of Massachusetts. Jason specializes in providing financial planning, investment management, and consulting services to individuals, families, businesses, and retirement plans.
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
MA
12/17/2010 - Present
LPL Financial LLC (BOSTON MA)
MA
12/11/2006 - 09/28/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (WELLESLEY MA)
BOTH
Issued 02/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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