Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Darrell Pearl is a financial advisor with Raymond James Financial Services Advisors, Inc. Jay has been in the financial services industry since 1992 and is registered in Maine, Connecticut, Florida, Massachusetts, Montana, New Hampshire and South Carolina. Jay has a strong background in insurance and financial planning. Jay is a licensed insurance broker and owns Pearl Financial Services, a non-investment related business in Bangor, Maine. Jay's current firm, Raymond James Financial Services Advisors, Inc. is a large investment firm with a focus on providing financial planning and portfolio management services to individuals, corporations, and institutions.
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
ME
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (PORTLAND ME)
NY
05/03/1999 - 07/08/2002
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
04/15/1993 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
WI
02/07/1992 - 02/09/1993
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
02/20/1992 - 12/31/1992
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 06/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jay Pearl is the right advisor for you? Invested Better is here to help.
