Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Clayton Langley is a financial advisor who has been in the industry since 1999. Jay is currently registered with Charles Schwab & CO., Inc. and is licensed to provide investment advice in Texas. Jay has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., 1ST GLOBAL CAPITAL CORP., CITISTREET EQUITIES LLC, and FIDELITY BROKERAGE SERVICES LLC. Jay has a strong background in the industry, having passed a number of securities exams, including the Series 66, Series 63, Series 10, Series 9, Series 4, Series 53, Series 24, Series 52TO, SIE, and Series 7. Jay specializes in providing investment advice to individuals, trusts and estates.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
06/22/2018 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
10/23/2009 - 06/02/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
07/16/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (DALLAS TX)
TX
02/22/2005 - 07/16/2007
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
NJ
07/28/2004 - 02/02/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
RI
12/16/1997 - 11/12/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 09/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/21/2007
Series 4 - Registered Options Principal Examination
BC
Issued 08/06/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/08/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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