Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Anthony Czarapata is a financial advisor at Wealthspire Advisors. Jay has been a registered representative for over 20 years. Jay holds the Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Jay has experience in financial planning, pension consulting, and portfolio management. Jay's previous experience includes roles at Wealthspire Capital, LLC, Baker Tilly Capital, LLC, and Vision Investment Services, Inc..
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.
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.
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WI
01/04/2021 - Present
Wealthspire Advisors (Milwaukee WI)
WI
04/01/2016 - 06/26/2020
WEALTHSPIRE CAPITAL, LLC (Milwaukee WI)
WI
05/24/2012 - 03/28/2016
BAKER TILLY CAPITAL, LLC (MILWAUKEE WI)
IL
04/02/2002 - 04/30/2003
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
MN
07/07/1999 - 04/09/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/07/1999 - 04/09/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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