Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Dee Godfrey is a financial advisor with over 30 years of experience in the industry. Jay is registered to provide investment advice in 37 states and is currently employed by Robert W. Baird & Co. Inc. in Birmingham, MI. Previously, Jay was a registered representative at McDonald Investments Inc., Dean Witter Reynolds Inc., and Prudential-Bache Securities Inc. Jay specializes in providing investment advice for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
MI
03/30/2017 - Present
Robert W. Baird & Co. Inc. (Birmingham MI)
OH
09/12/1995 - 01/22/1999
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
01/29/1990 - 08/31/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
10/22/1986 - 02/14/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
IA
Issued 07/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/23/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 01/09/1992
Series 3 - National Commodity Futures Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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