Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Drennan Tini is a registered Investment Advisor Representative with Ritholtz Wealth Management. Jay has been in the industry since 2001 and has experience with both retail and institutional clients. His areas of expertise include financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jay is also a licensed agent with The Vanguard Group, Inc. and has been with them since 2016. Jay has passed Series 6, 7, 63, and 65 exams, and has previously held registrations with Northwestern Mutual Investment Services, LLC, AllianceBernstein Investments, Inc., and Vanguard Marketing Corporation.
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.
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.
Good advice; liftoff - automated advisory services
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
NY
04/28/2023 - Present
Ritholtz Wealth Management (NEW YORK NY)
PA
01/19/2012 - 01/11/2023
VANGUARD MARKETING CORPORATION (MALVERN PA)
GA
07/18/2002 - 11/18/2011
ALLIANCEBERNSTEIN INVESTMENTS, INC. (ATLANTA GA)
WI
06/26/2001 - 07/17/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 04/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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