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 Ramey is a financial advisor currently registered with Cetera Investment Advisers LLC. Jay has been working in the financial industry since 1988 and has experience with various firms, including Pension Planners Securities, Inc., Linsco/Private Ledger Corp., Wachovia Securities, LLC, Prudential Securities Incorporated, Salomon Smith Barney Inc., Lehman Brothers Inc., Financial West Group, Financial West Investment Group, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jay has extensive experience in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Jay is also licensed to sell life, health, disability, and long-term care insurance.
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.
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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (FOLSOM CA)
CA
12/07/2005 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
CA
09/16/2003 - 12/02/2005
LINSCO/PRIVATE LEDGER CORP. (FOLSOM CA)
MO
07/01/2003 - 09/19/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
07/18/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 07/14/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
05/27/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NV
04/30/1991 - 06/01/1992
FINANCIAL WEST GROUP (RENO NV)
NA
04/25/1990 - 04/30/1991
FINANCIAL WEST INVESTMENT GROUP
NY
10/19/1988 - 04/24/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 5/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/4/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/19/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2001
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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