Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Dixon Ahlbeck is a financial advisor with over 25 years of experience in the financial services industry. Jay is currently registered with Mariner Independent in Plainfield, New Jersey. Jay has a long history in the industry, having previously been registered with LPL FINANCIAL LLC, MUTUAL SERVICE CORPORATION, QUICK & REILLY, INC., SUMMIT FINANCIAL SERVICES GROUP, INC., FISERV INVESTOR SERVICES, INC., and CITIZENS BROKERAGE SERVICES, INC. Jay is also a Chartered Financial Consultant.
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.
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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NJ
09/23/2024 - Present
Mariner Independent (Plainfield NJ)
NJ
09/08/2009 - 05/08/2012
LPL FINANCIAL LLC (PLAINFIELD NJ)
NJ
01/22/2003 - 09/08/2009
MUTUAL SERVICE CORPORATION (PLAINFIELD NJ)
NY
04/25/2001 - 11/19/2002
QUICK & REILLY, INC. (NEW YORK NY)
PA
10/21/1998 - 04/25/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
TX
03/20/1998 - 10/21/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
MA
09/21/1995 - 03/05/1998
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
09/28/1992 - 09/12/1995
CITIZENS BROKERAGE SERVICES, INC.
NC
03/31/1992 - 08/24/1992
SIGNET INVESTMENT CORPORATION (CHARLOTTE NC)
MD
04/04/1988 - 04/03/1991
CALVERT SECURITIES CORPORATION (BETHESDA MD)
IA
Issued 02/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/21/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/08/1991
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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