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Jason Saginario is a financial advisor registered with Mariner Wealth. Jason is a Certified Financial Planner. Jason has been in the financial industry since August 2011. Jason has passed the Series 63, Series 65, and Series 66 exams. Jason has experience working with various clients, including high-net-worth individuals, corporations, and trusts. Jason provides financial planning, portfolio management, and pension consulting services.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
1
2
FL
09/16/2024 - Present
Mariner Wealth (Tallahassee FL)
Active
Inactive
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