Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay E. Fratello is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Jay has been in the industry since 2002. Jay's firm has offices in Ocala, Florida. Jay is licensed to offer investment advice in 37 states and holds the Series 7, 9, 10, 31, and 66 licenses. Jay also holds the SIE license. Jay has also earned the Certified Financial Planner designation.
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.
Investment consulting services to institutional clients
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.
1
2
FL
12/13/2012 - Present
Wells Fargo Advisors Financial Network, LLC (OCALA FL)
FL
06/01/2009 - 12/19/2012
MORGAN STANLEY (OCALA FL)
FL
02/15/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (OCALA FL)
FL
01/01/2008 - 02/21/2008
WACHOVIA SECURITIES, LLC (OCALA FL)
FL
10/09/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OCALA FL)
BOTH
Issued 10/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/21/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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