Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay David Carpenter is a financial professional with over 30 years of experience in the financial services industry. Jay is a Registered Representative and Investment Advisor Representative with Equitable Advisors, LLC, where he has been employed since 1999. Jay is registered to provide investment advice and securities-related services in 30 states and the District of Columbia. Jay is a Certified Financial Planner and a Chartered Financial Consultant and has achieved professional designations including the Series 6, 7 and 63 licenses as well as the SIE and Series 65 licenses. Jay provides financial planning and investment management services to individuals, families, and businesses. Jay's approach is personalized, taking into consideration each client's unique circumstances and goals.
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.
A percentage of the total value of assets under management is charged.
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2
PA
12/14/2015 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
NY
07/09/1990 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/05/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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