Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Vitucci is a financial advisor with Osaic Wealth, Inc., licensed in 24 states and registered with FINRA and the SEC. Jason has over 25 years of experience in the financial services industry, specializing in financial planning, portfolio management, and retirement planning. He holds a Certified Financial Planner designation and has a strong track record of helping clients achieve 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.
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
CA
07/10/2023 - Present
Osaic Wealth, Inc. (WALNUT CREEK CA)
CA
09/08/2022 - 07/28/2023
CETERA ADVISORS LLC (Walnut Creek CA)
CA
12/11/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Walnut Creek CA)
CA
10/17/2008 - 12/15/2008
NATIONAL PLANNING CORPORATION (WALNUT CREEK CA)
CA
10/31/2005 - 10/17/2008
AIG FINANCIAL ADVISORS, INC. (WALNUT CREEK CA)
AZ
07/24/2000 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NE
08/25/1997 - 07/14/2000
SECURITIES AMERICA, INC. (LAVISTA NE)
BOTH
Issued 08/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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