Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Allan Bendesky is a financial advisor with Charles Schwab & CO., Inc. based in Lone Tree, Colorado. Jay has been in the financial industry since 1992 and has a broad range of experience working with both individuals and institutions. Jay's expertise includes providing financial planning and portfolio management services to clients. Jay is registered with FINRA and holds a series 63 and 65 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
08/19/2022 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
MD
10/23/2014 - 06/07/2022
PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)
IL
12/19/2013 - 10/13/2014
CUSO FINANCIAL SERVICES, L.P. (VERNON HILLS IL)
WI
03/20/2012 - 12/13/2013
B. C. ZIEGLER AND COMPANY (SHEBOYGAN WI)
IL
09/23/2011 - 12/08/2011
MF GLOBAL INC. (CHICAGO IL)
OH
06/01/2009 - 05/12/2011
MORGAN STANLEY SMITH BARNEY (COLUMBUS OH)
UT
08/12/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SOUTH JORDAN UT)
VA
03/16/2005 - 08/13/2008
CAPITAL BROKERAGE CORPORATION (RICHMOND VA)
IL
01/15/2002 - 03/16/2005
GENWORTH FINANCIAL BROKERAGE SERVICES (SCHAUMBURG IL)
CT
02/06/2004 - 09/15/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
VA
01/15/2002 - 01/01/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CT
01/11/2001 - 12/31/2002
GE INVESTMENT DISTRIBUTORS, INC (STAMFORD CT)
CT
05/09/2000 - 10/16/2000
WIT CAPITAL CORPORATION (OLD GREENWICH CT)
NE
11/15/1991 - 05/22/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 07/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/09/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/26/2001
Series 4 - Registered Options Principal Examination
BC
Issued 10/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 08/12/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2011
Series 3 - National Commodity Futures Examination
BC
Issued 02/28/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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