Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Velencia is a financial advisor at Private Advisor Group, LLC. Jason is a Registered Representative (RA) of Private Advisor Group, LLC. Jason is a Registered Investment Advisor (IAR) with Private Advisor Group, LLC. Jason provides investment advisory services through Private Advisor Group. Jason started this business activity in 08/2018. Jason expects to spend approximately 130 hours per month on this activity. Jason's current employment includes: Private Advisor Group, LLC (IAR) and LPL Financial LLC (RA). Jason has a background in finance and is committed to providing his clients with the highest quality service. Jason is dedicated to helping his clients reach their financial goals.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
07/18/2024 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
BOTH
Issued 09/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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