Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Barclay is a financial advisor with over 24 years of experience in the industry. Jay currently works for Osaic Wealth, Inc. and provides financial planning, portfolio management, and pension consulting services. Jay is a Certified Financial Planner™ and holds Series 6, 7, 63, and 65 licenses.
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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IN
06/14/2024 - Present
Osaic Wealth, Inc. (INDIANAPOLIS IN)
IN
10/18/2017 - 06/14/2024
SECURITIES AMERICA, INC. (INDIANAPOLIS IN)
IN
07/01/2013 - 10/25/2017
NATIONAL PLANNING CORPORATION (INDIANAPOLIS IN)
IN
11/04/2004 - 07/02/2013
1ST GLOBAL CAPITAL CORP. (INDIANAPOLIS IN)
NY
10/14/1999 - 11/15/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/14/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/21/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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