Unclaimed
Jay Zornes is a financial advisor with over 20 years of experience in the industry. Jay has been registered with the state of Ohio since 2007 and holds licenses in Kentucky and West Virginia. Jay has experience as an advisory representative with Creative Financial Solutions, LLC and Cambridge Investment Research Advisors, Inc. Jay is a Registered Representative and Investment Advisor Representative and holds the Series 7, Series 63 and SIE licenses. Jay focuses on providing financial planning services.
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.
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.
1
2
OH
05/17/2007 - Present
Creative Financial Solutions, LLC (IRONTON OH)
OH
03/30/2000 - 03/21/2014
WRP INVESTMENTS, INC. (IRONTON OH)
BC
Issued 03/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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