Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Gentner is a financial advisor with over 20 years of experience in the industry. Jason holds the Series 7, Series 63, and SIE licenses. Jason is currently registered with Osaic Wealth, Inc. as a Registered Representative in Florida, New York, and North Carolina. Jason is also an Investment Advisor Representative for Osaic Wealth, Inc. in Florida and New York. Jason previously worked with Securities America, Inc. and Lincoln Investment Planning, Inc. Jason provides a range of financial services to individuals, businesses, and trusts. These services include financial planning, retirement planning, college savings planning, investment management, and insurance. Jason is committed to providing his clients with personalized financial advice and services that meet their specific needs and goals.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (AMHERST NY)
NY
09/05/2007 - 06/14/2024
SECURITIES AMERICA, INC. (AMHERST NY)
NY
07/22/2002 - 09/05/2007
LINCOLN INVESTMENT PLANNING, INC. (AMHERST NY)
BC
Issued 07/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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