Unclaimed
Jay Andrew Funyak is a Registered Representative (Series 6, 7, 63 & 65) and Investment Advisor Representative with MFA Wealth Advisors, LLC and Moralis Technologies, LLC. Jay has been in the financial services industry since 2008. He is a licensed Insurance Agent and has been providing financial planning services to individuals, families, and businesses. Jay holds a SIE designation and specializes in Retirement Planning, College Savings Planning and Estate Planning.
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.
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
PA
05/09/2019 - Present
MFA Wealth Advisors, LLC (PITTSBURGH PA)
FL
09/30/2008 - 05/09/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Fleming Isle FL)
IA
Issued 11/07/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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