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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Dworsky is a financial advisor with over 30 years of experience in the industry. He is currently registered with ON Investment Management Co., where he has been employed since 2012. Jay's experience and dedication to serving his clients is demonstrated through his registration in multiple states. Jay Dworsky has a wide range of experience in the financial services industry, including experience with EQUICO SECURITIES, INC. and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Jay Dworsky has experience working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Jay Dworsky offers a variety of financial services to his clients, including financial planning, portfolio management, and selection of other advisors.
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.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
MN
07/31/2017 - Present
ON Investment Management Co. (Golden Valley MN)
NA
02/12/1993 - 02/14/1994
EQUICO SECURITIES, INC.
NA
02/12/1993 - 02/14/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 12/21/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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