Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay D'meza is a financial advisor with Wells Fargo Advisors Financial Network, LLC, based in ALPHARETTA, GA. Jay has been in the financial industry since 1987 and has experience providing investment advice and services to a variety of clients. Jay is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, and Series 65 licenses. Jay is also a registered investment advisor in Georgia and Texas.
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.
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.
Investment consulting services to institutional clients
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.
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GA
03/21/2022 - Present
Wells Fargo Advisors Financial Network, LLC (ALPHARETTA GA)
GA
06/15/2002 - 03/18/2022
WELLS FARGO CLEARING SERVICES, LLC (ALPHARETTA GA)
NC
02/02/2001 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NY
02/16/1996 - 02/06/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
09/24/1987 - 02/20/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 05/18/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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