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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Naperala is an investment advisor representative at Fidelity Personal and Workplace Advisors. Jason has been active in the industry since August 2020. He has a Series 66, Series 7 and SIE licenses. Jason has been registered with Fidelity Personal and Workplace Advisors since February 2022. Jason also held previous positions with Saybrus Equity Services, LLC and Pruco Securities, LLC. He is licensed in 53 states and the District of Columbia. Fidelity Personal and Workplace Advisors is a large investment advisor firm with offices in Boston, Massachusetts. Fidelity Personal and Workplace Advisors has 7979 licensed agents, 14549 investment advisor representatives, 15281 registered representatives, and 15424 investment advisory functions.
RICHMOND, VA
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.
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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VA
05/31/2022 - Present
Fidelity Personal AND Workplace Advisors (RICHMOND VA)
CT
11/08/2021 - 11/19/2021
SAYBRUS EQUITY SERVICES, LLC (HARTFORD CT)
VA
02/20/2020 - 11/01/2021
PRUCO SECURITIES, LLC. (GLEN ALLEN VA)
BOTH
Issued 5/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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