Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Stern is a financial professional with experience in the industry. Jason is currently registered with LPL Financial LLC, a firm with over 20,000 financial advisors. Previously Jason worked at Ameriprise Financial Services, LLC and Fidelity Brokerage Services LLC. Jason has passed Series 63, 65 and 7TO exams as well as the SIE exam. Jason is registered in Massachusetts and Rhode Island.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
RI
03/27/2023 - Present
LPL Financial LLC (WEST WARWICK RI)
RI
10/13/2022 - 01/31/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Cranston RI)
RI
02/02/2022 - 05/06/2022
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 01/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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