Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Brian Parker is a financial advisor at Osaic Wealth, Inc. Jay is a registered representative with over 40 years of experience in the financial services industry. Jay has worked with a variety of clients, including individuals, families, businesses, and institutions. Jay is committed to providing his clients with personalized financial advice and guidance. He is also a member of several professional organizations, including the Financial Planning Association and the National Association of Personal Financial 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.
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.
1
2
IN
11/02/2018 - Present
Osaic Wealth, Inc. (MISHAWAKA IN)
IN
09/01/2006 - 11/02/2018
SIGNATOR INVESTORS, INC. (MISHAWAKA IN)
IN
06/17/1998 - 08/22/2006
RAYMOND JAMES & ASSOCIATES, INC. (MISHAWAKA IN)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
02/28/1989 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
NJ
12/03/1981 - 03/04/1989
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 02/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jay Parker is the right advisor for you? Invested Better is here to help.
