Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Arthur Levy is a financial professional with over 15 years of experience in the financial industry. Jay has worked at a number of firms, including Credit Suisse First Boston LLC, NYLIFE Distributors LLC, CLSA Americas, LLC, and currently at Lazard Asset Management Securities LLC. Jay holds a Series 63, Series 7, Series 86, Series 87, and SIE licenses and is registered with the state of New York.
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.
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.
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NY
03/28/2017 - Present
Lazard Asset Management Securities LLC (NEW YORK NY)
NY
06/10/2015 - 03/06/2017
CLSA AMERICAS, LLC (NEW YORK NY)
NY
08/14/2006 - 02/26/2009
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NY
07/25/2000 - 03/28/2005
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
BC
Issued 05/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2015
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/18/2015
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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