Unclaimed
Jay Alva Sylva has been in the financial services industry since October 1992. Jay is currently registered with Cetera Investment Advisers LLC and has been with the firm since June 2023. Previously, Jay worked for VOYA FINANCIAL ADVISORS, INC. from November 2007 to June 2021 and SECURITIES AMERICA, INC. from December 1995 to November 2007. Jay holds Series 7 and Series 63 securities licenses, as well as the Series 65 Investment Advisor license. Jay is also a registered insurance agent.
ARLINGTON, MA
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.
1
2
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (ARLINGTON MA)
MA
11/15/2007 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (ARLINGTON MA)
MA
12/04/1995 - 11/12/2007
SECURITIES AMERICA, INC. (ARLINGTON MA)
MN
10/08/1992 - 12/20/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/08/1992 - 12/20/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 2/5/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/5/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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