Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Charles Matthews is an active broker and investment advisor representative with Concourse Financial Group Securities, Inc.. Jay has been in the securities industry since May 2, 1996 and currently has offices in Fargo and Grand Forks, North Dakota. The advisor specializes in working with individuals and families in the areas of financial planning, investment management and retirement planning. Jay is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT®.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ND
08/22/2011 - Present
Concourse Financial Group Securities, Inc. (Fargo ND)
ND
11/19/2004 - 09/09/2011
NATIONAL PLANNING CORPORATION (FARGO ND)
FL
08/02/1996 - 12/14/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
ND
05/03/1996 - 08/02/1996
ASSOCIATED FINANCIAL SERVICES, INC. (FARGO ND)
BC
Issued 06/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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