Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Nader is a registered representative with Wells Fargo Clearing Services, LLC, located in Westerville, OH. Jay has been in the industry since 1986 and has experience with a variety of financial institutions, including UBS Financial Services Inc. and Morgan Stanley Smith Barney. Jay is registered with the state of Ohio and holds Series 3, 7, 63, and 65 licenses. In addition to serving clients at Wells Fargo Clearing Services, LLC, Jay also serves as President of the Auld Ridge Estates Property Owners Association.
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.
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.
Investment consulting services to institutional clients
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.
1
2
OH
11/02/2018 - Present
Wells Fargo Clearing Services, LLC (WESTERVILLE OH)
OH
11/18/2011 - 11/13/2018
UBS FINANCIAL SERVICES INC. (NEW ALBANY OH)
OH
06/01/2009 - 11/22/2011
MORGAN STANLEY SMITH BARNEY (COLUMBUS OH)
OH
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COLUMBUS OH)
NY
09/29/1986 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 02/05/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1986
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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