Unclaimed
Jay Nissley is a financial advisor at Osaic Wealth, Inc. Jay has over 25 years of experience in the financial services industry and is dedicated to providing personalized financial planning and investment management services to individuals and families. Jay holds a Series 6, 7 and 66 licenses and is registered to provide investment advisory services in several states including Georgia, Maryland, Pennsylvania, and South Carolina.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
PA
05/10/2023 - Present
Osaic Wealth, Inc. (MANHEIM PA)
PA
01/05/2005 - 05/11/2023
THE O.N. EQUITY SALES COMPANY (MANHEIM PA)
MN
08/20/2003 - 01/11/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
VA
06/05/1998 - 08/06/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BOTH
Issued 05/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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