Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Gagne is an investment advisor representative who has been in the industry since 1995. Jay is registered with Raymond James Financial Services Advisors, Inc. and works at their Indianapolis, IN branch. Jay has previous experience with Raymond James & Associates, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jay offers a variety of financial services, including financial planning, portfolio management, and pension consulting. Jay is a highly experienced and qualified advisor, and is committed to providing his clients with the best possible service.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IN
04/14/2014 - Present
Raymond James Financial Services Advisors, Inc. (INDIANAPOLIS IN)
IN
06/02/2004 - 03/01/2013
RAYMOND JAMES & ASSOCIATES, INC. (FISHERS IN)
NY
04/18/1995 - 05/12/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/02/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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