Profiel
Mr. Jason M.
Venditti is Financial Advisor at Pinnacle Investments, LLC.
He joined Pinnacle Investments in 2009 as a Financial Advisor and specializes in investment and insurance planning for both businesses and families.
He works closely with his clients and their families to develop personalized solutions designed to meet their individual needs.
Mr. Venditti is a Financial Industry Regulatory Authority (FINRA) General Securities Representative (Series 7), State Securities Agent & Registered Investment Advisor Representative (Series 66) and is New York State Insurance licensed for Life, Accident and Health.
Mr. Venditti began his career in the financial services industry in 2005, after graduating from Christian Brothers Academy in Syracuse, New York and earning a Bachelor’s degree in Economics from the University of Rochester.
In 2008, he received his Certification in Long-Term Care by successfully completing the Master Class course requirements.
Eerdere bekende functies van Jason Michael Venditti
| Bedrijven | Functie | Einde |
|---|---|---|
Pinnacle Investments LLC
 Pinnacle Investments LLC Investment Banks/BrokersFinance Pinnacle Investments LLC is a dually registered Broker-Dealer and Registered Investment Adviser headquartered in East Syracuse, New York. The firm was founded by Gregg Kidd and Dan Raite in 1995 and is a subsidiary of Pinnacle Holding Co. LLC, which is owned by Fkapi, Inc. Pinnacle Investments offers a wide array of services which includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans. | Corporate Officer/Principal | 01-02-2014 |
Opleiding van Jason Michael Venditti
| Rochester Christian University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Pinnacle Investments LLC
Pinnacle Investments LLC Investment Banks/BrokersFinance Pinnacle Investments LLC is a dually registered Broker-Dealer and Registered Investment Adviser headquartered in East Syracuse, New York. The firm was founded by Gregg Kidd and Dan Raite in 1995 and is a subsidiary of Pinnacle Holding Co. LLC, which is owned by Fkapi, Inc. Pinnacle Investments offers a wide array of services which includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans. | Finance |
