Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Jay has been in the financial industry since 1989. Eric is a registered representative of Cambridge Investment Research Advisors, Inc. and is a member of the Financial Industry Regulatory Authority (FINRA). Eric holds the Series 6, 7, 24, 26, and 66 licenses. Eric is also a Chartered Financial Consultant. Eric provides a range of services, including financial planning, pension consulting, educational seminars, market timing services, and portfolio management for individuals and businesses. Eric is committed to providing clients with personalized financial advice and guidance. Previous employers include UBS Financial Services Inc., and PRUCO Securities Corporation.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
10/06/2006 - Present
Cambridge Investment Research Advisors, Inc. (Fountainville PA)
PA
11/29/2001 - 10/16/2006
UBS FINANCIAL SERVICES INC. (NEWTOWN PA)
NJ
01/27/1988 - 08/21/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 12/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2007
Series 24 - General Securities Principal Examination
BC
Issued 03/03/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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