Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Rossi is a financial advisor with over 20 years of experience in the financial services industry. Jason is currently registered with LPL Financial LLC. Jason is a Series 7, Series 63, and Series 65 licensed advisor, specializing in providing investment advice and financial planning to individuals, families, and businesses. In the past, Jason has worked for several firms including AEGIS CAPITAL CORP., GLOBAL ARENA CAPITAL CORP, PRESTIGE FINANCIAL CENTER, INC., THE CONCORD EQUITY GROUP, LLC, GUNNALLEN FINANCIAL, INC, S.W. BACH & COMPANY and HARRISON SECURITIES, INC. Jason is dedicated to helping clients achieve their financial goals through personalized financial strategies and investment guidance.
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
NY
06/14/2024 - Present
LPL Financial LLC (Massapequa NY)
NY
06/28/2011 - 06/26/2024
AEGIS CAPITAL CORP. (MELVILLE NY)
NY
11/03/2010 - 06/28/2011
GLOBAL ARENA CAPITAL CORP (NEW YORK NY)
NY
05/25/2006 - 11/02/2010
PRESTIGE FINANCIAL CENTER, INC. (MELVILLE NY)
NY
01/09/2006 - 06/02/2006
THE CONCORD EQUITY GROUP, LLC (GARDEN CITY NY)
FL
05/24/2005 - 12/31/2005
GUNNALLEN FINANCIAL, INC (TAMPA FL)
NY
01/02/2004 - 04/20/2005
S.W. BACH & COMPANY (PORT WASHINGTON NY)
NY
09/30/2002 - 01/21/2004
HARRISON SECURITIES, INC. (PORT WASHINGTON NY)
NY
04/16/2001 - 10/10/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
IA
Issued 06/03/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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