Unclaimed
Jason Borrasso is a financial advisor currently registered with Stratos Wealth Partners, Ltd. Jason has been in the financial industry since 2009. Jason has a series 66 license and Series 7 license. Jason is licensed to provide financial advice in Colorado, Florida, Georgia, Kentucky, Louisiana, Missouri, Nevada, New York, Ohio, Texas, and Washington. Jason is also a registered Investment Advisor in Louisiana, Ohio, and Texas. Jason works with insurance companies, charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth. Jason can provide financial planning, pension consulting, educational seminars, and selection of other advisors. Jason is also able to manage portfolios for individuals and businesses. Jason also provides investment advisory services through Stratos Wealth Partners, an independent investment advisor firm.
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.
Percentage of assets under management with third party managers
1
2
OH
02/23/2017 - Present
Stratos Wealth Partners, Ltd. (BROADVIEW HEIGHTS OH)
OH
06/01/2010 - 02/24/2017
MSI FINANCIAL SERVICES, INC. (BROADVIEW HEIGHTS OH)
OH
01/21/2009 - 08/05/2009
EDWARD JONES (BRUNSWICK OH)
BOTH
Issued 03/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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