Unclaimed
Jay Hewitt is a financial advisor with Transamerica Retirement Advisors, LLC. Jay Hewitt has been working in the financial services industry since 1992. Jay Hewitt is currently registered in Minnesota. Previously, Jay Hewitt worked with Transamerica Financial Advisors, Inc., Transamerica Capital, Inc., Intersecurities, Inc., U.S. Bancorp Investments, Inc., Investors Brokerage Services, Inc., and American Express Financial Advisors Inc. Jay Hewitt has a strong background in providing financial advice to individuals and businesses. Jay Hewitt has a wide range of experience in helping clients with retirement planning, investment management, and other financial needs.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
MN
12/19/2013 - Present
Transamerica Retirement Advisors, LLC (Plymouth MN)
MN
09/28/2009 - 12/31/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PAUL MN)
MN
04/14/2004 - 02/09/2009
TRANSAMERICA CAPITAL, INC. (MINNEAPOLIS MN)
FL
11/06/2001 - 04/16/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MN
10/08/1999 - 06/03/2000
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
IL
09/05/1997 - 04/24/1998
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
MN
06/24/1987 - 07/19/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 11/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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