Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason D'amelio is a financial professional with over 19 years of experience in the industry. Jason currently holds a Series 7, Series 24, and Series 63 license and is registered with The Strategic Financial Alliance, Inc. in Rockville Centre, NY. Jason has worked in the financial services industry since 2004, and has experience with a variety of firms, including LPL Financial LLC, CitiCorp Investment Services, and IFS Securities. Jason is an active member of the financial services community and is dedicated to providing his clients with the highest quality of service.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
08/27/2018 - Present
THE Strategic Financial Alliance, Inc. (Rockville Centre NY)
NY
07/03/2018 - 08/28/2018
IFS SECURITIES (Brooklyn NY)
NY
11/16/2005 - 08/03/2018
LPL FINANCIAL LLC (BROOKLYN NY)
NY
02/13/2004 - 10/27/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BC
Issued 07/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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