Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Bigman is a financial advisor with over 40 years of experience in the industry. Jay is currently registered with LPL Financial LLC and Bigman Consulting Services LLC. Jay has held previous roles at Securities America, Inc., Investcorp, Inc., Banca IMI Securities Corp., Mabon, Nugent & Co., ISFA Corporation and Advest, Inc. Jay holds several licenses including Series 7, 24, 63, 65 and SIE. Jay offers a variety of financial services including financial planning, portfolio management, and consulting.
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.
Consulting and other non-discretionary 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
02/01/2023 - Present
LPL Financial LLC (SOUTH WINDSOR CT)
CT
07/17/2020 - 02/09/2023
SECURITIES AMERICA, INC. (SOUTH WINDSOR CT)
CT
09/28/1994 - 07/17/2020
INVESTACORP, INC. (SOUTH WINDSOR CT)
NY
04/30/1991 - 10/10/1994
BANCA IMI SECURITIES CORP. (NEW YORK NY)
NA
06/13/1988 - 04/30/1991
MABON, NUGENT & CO.
NA
01/04/1988 - 06/14/1988
ISFA CORPORATION
NA
12/21/1982 - 01/14/1988
ADVEST, INC.
IA
Issued 06/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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