Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Allen Mitzner is a financial advisor with Grove Point Advisors, LLC in Rockville, MD. Jay has been working in the financial industry since 1987. Jay is a Chartered Financial Consultant and holds the Series 6, Series 22, Series 63, and SIE licenses. Jay is a registered investment advisor in Maryland, Florida, New York, and Virginia. Jay also owns Jay Mitzner Financial Services which specializes in insurance sales.
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
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
MD
09/11/2000 - 02/05/2007
PRINCOR FINANCIAL SERVICES CORPORATION (N BETHESDA MD)
MA
03/28/1994 - 08/30/2000
MANEQUITY, INC. (BOSTON MA)
NA
10/26/1989 - 03/08/1990
FOCUS II SECURITIES, INC.
NY
11/04/1988 - 10/31/1989
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NA
04/19/1985 - 11/21/1988
FOCUS SECURITIES, INC.
NA
08/07/1984 - 02/25/1987
GUARDIAN INVESTOR SERVICES CORPORATION
NA
03/07/1983 - 10/27/1983
MML INVESTORS SERVICES, INC.
NA
03/16/1982 - 10/20/1983
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BC
Issued 03/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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