Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Duguay is a financial advisor with Flagship Harbor Advisors, LLC. Jason has been in the financial services industry since 2005. Jason is registered with FINRA and holds the Series 7 and Series 66 securities licenses and has the SIE exam. Jason is also a Certified Financial Planner. Jason has been a registered representative with several firms including Ameriprise Financial Services, Inc., MetLife Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and LPL Financial Corporation. Jason focuses on providing financial planning and portfolio management services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Flagship Harbor Advisors, LLC is an independent investment advisor firm that provides a wide range of financial services, including investment management, financial planning, and retirement planning. The firm is registered with the SEC and has offices in Boston and Medway, Massachusetts.
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.
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.
1
2
MA
08/30/2019 - Present
Flagship Harbor Advisors, LLC (BOSTON MA)
MA
04/20/2010 - 12/09/2013
AMERIPRISE FINANCIAL SERVICES, INC. (WELLESLEY MA)
MA
08/28/2009 - 01/04/2010
METLIFE SECURITIES INC. (WESTBOROUGH MA)
MA
04/08/2008 - 07/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
06/15/2007 - 04/03/2008
LPL FINANCIAL CORPORATION (BOSTON MA)
CT
08/19/2005 - 10/18/2006
AMERIPRISE FINANCIAL SERVICES, INC. (EAST HARTFORD CT)
MN
08/19/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Duguay is the right advisor for you? Invested Better is here to help.
