Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Gilberg is a financial advisor who has been in the industry since 1997. Jay is currently registered with Northwestern Mutual Investment Services, LLC and has been with the firm since February 1997. Jay is also registered with the state of Washington as an investment advisor representative. Jay has a Series 6, 7 and 63 license, and is also a Certified Financial Planner. Jay may earn commissions from insurance companies not affiliated with Northwestern Mutual for sales of non-variable life, health, annuity and/or disability income insurance products.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
WA
08/15/2008 - Present
Northwestern Mutual Investment Services, LLC (Vancouver WA)
WI
03/21/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 05/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jay Gilberg is the right advisor for you? Invested Better is here to help.
