Unclaimed
Jason Ridinger is an investment advisor representative with Osaic Wealth, Inc. Jason has been in the financial services industry for over 18 years. Prior to joining Osaic Wealth, Inc., Jason was a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated, BB&T Securities, LLC, and Northwestern Mutual Investment Services, LLC. Jason is a graduate of Virginia Tech and holds the Series 6, 7, 63, and 66 securities licenses. Jason specializes in financial planning, retirement planning, and investment management. He is committed to helping his 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
VA
03/08/2024 - Present
Osaic Wealth, Inc. (ROANOKE VA)
VA
07/15/2019 - 05/03/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROANOKE VA)
VA
01/02/2018 - 07/15/2019
BB&T SECURITIES, LLC (BLACKSBURG VA)
VA
06/06/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (BLACKSBURG VA)
VA
09/17/2016 - 06/07/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ROANOKE VA)
NJ
04/04/2000 - 07/27/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 01/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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