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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 Longtin has been providing financial advice to individuals and businesses for over 20 years. Jason has a long history of working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. He has experience in a wide range of financial services, including financial planning, portfolio management, and insurance. Jason currently works with Cetera Investment Advisers LLC, a firm with a long history of providing financial services to a variety of clients. Before working at Cetera Investment Advisers LLC, Jason has been with Investors Capital Corp., B.B. Graham & Company, Inc., and First Midamerica Investment Corporation. Jason has a strong commitment to providing his clients with the highest quality financial advice.
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.
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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2
MA
03/21/2024 - Present
Cetera Investment Advisers LLC (FRAMINGHAM MA)
MA
12/09/2009 - 10/03/2016
INVESTORS CAPITAL CORP. (FRAMINGHAM MA)
MA
09/13/2007 - 12/16/2009
B.B. GRAHAM & COMPANY, INC. (FRAMINGHAM MA)
MA
02/06/2007 - 09/18/2007
FIRST MIDAMERICA INVESTMENT CORPORATION (FRAMINGHAM MA)
RI
10/20/2004 - 02/06/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (PROVIDENCE RI)
NY
11/13/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
11/15/1999 - 11/08/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
06/16/1999 - 08/18/1999
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 3/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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