Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Alan Gilston is a financial advisor with over 30 years of experience in the industry. Jay has been registered with Cetera Investment Advisers LLC since October 2016. Before that, Jay worked for Investors Capital Corporation, MML Investors Services, LLC, Ameriprise Financial Services, Inc., and other firms. Jay is licensed to provide financial advice in 20 states and has earned several professional designations. Jay specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions.
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.
1
2
NJ
03/21/2024 - Present
Cetera Investment Advisers LLC (PARSIPPANY NJ)
NJ
04/07/2015 - 10/03/2016
INVESTORS CAPITAL CORP. (MANALAPAN NJ)
NJ
02/29/2008 - 04/14/2015
MML INVESTORS SERVICES, LLC (MANALAPAN NJ)
NJ
06/08/2005 - 02/26/2008
AMERIPRISE FINANCIAL SERVICES, INC. (RED BANK NJ)
MN
06/08/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
01/08/2004 - 06/09/2005
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
CA
10/16/2003 - 12/09/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
CA
05/01/2002 - 10/09/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
12/05/2001 - 05/01/2002
DIME SECURITIES, INC. (BROOKLYN NY)
NY
12/03/2001 - 12/14/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
07/25/1999 - 08/07/2000
THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)
PA
10/21/1998 - 07/29/1999
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
TX
12/03/1997 - 10/21/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
FL
08/08/1996 - 10/02/1997
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
04/11/1995 - 07/25/1996
KENSINGTON WELLS INCORPORATED
NY
05/16/1994 - 04/06/1995
DUKE & CO., INC. (NEW YORK NY)
NY
11/02/1993 - 04/29/1994
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
05/24/1993 - 11/23/1993
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
12/23/1992 - 06/21/1993
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
04/06/1992 - 12/10/1992
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NJ
07/26/1991 - 11/11/1991
INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)
PA
07/13/1989 - 03/01/1991
CIGNA SECURITIES, INC. (RADNOR PA)
BOTH
Issued 01/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/12/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jay Gilston is the right advisor for you? Invested Better is here to help.
