Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Estabrook is a financial advisor with Founders Financial Securities LLC in Lutherville-Timonium, Maryland. Jay has been in the industry since 2003 and holds the Series 66, Series 7, and SIE licenses. Jay has previous experience with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. He is licensed in 20 states and has also worked as a CPA for Estabrook and Company, providing tax and accounting services. Jay has a strong focus on providing financial planning, pension consulting, and portfolio management services to a variety of clients, including individuals, corporations, and pension and profit-sharing plans.
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.
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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MD
01/06/2015 - Present
Founders Financial Securities LLC (Lutherville-Timonium MD)
MD
02/12/2003 - 11/14/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (HUNT VALLEY MD)
IN
02/12/2003 - 04/19/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 03/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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