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 Herrlinger is a financial advisor with over 20 years of experience in the financial services industry. Jay Alan Herrlinger is currently registered with Private Advisor Group, LLC. Jay Alan Herrlinger is also a Certified Financial Planner™. Jay Alan Herrlinger provides a variety of financial services, including financial planning, portfolio management, and educational seminars. Jay Alan Herrlinger is committed to providing his clients with personalized financial advice and guidance.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
09/19/2012 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
PA
05/25/2007 - 09/12/2012
EDWARD JONES (QUAKERTOWN PA)
PA
03/01/2006 - 04/23/2007
PRIMEVEST FINANCIAL SERVICES, INC. (DOYLESTOWN PA)
PA
10/27/2005 - 02/16/2006
UNIVEST INVESTMENTS, INC. (SOUDERTON PA)
TN
06/02/2005 - 07/22/2005
ICBA FINANCIAL SERVICES CORPORATION (MEMPHIS TN)
TN
10/16/2001 - 05/19/2005
ICBA FINANCIAL SERVICES CORPORATION (MEMPHIS TN)
MO
10/01/2000 - 09/27/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
07/27/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
DE
06/01/1994 - 07/15/1994
PML SECURITIES COMPANY (NEWARK DE)
IA
Issued 10/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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