Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Erik Walesch is a financial advisor currently registered with Neuberger Berman BD LLC. Jay has been in the industry since 1999. Jay is licensed in 39 states and has a Series 7, Series 63 and SIE license. Jay is a registered investment advisor representative with the firm Neuberger Berman, LLC, which has been in the industry since 1999.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
GA
03/30/2021 - Present
Neuberger Berman BD LLC (ATLANTA GA)
NY
03/22/2000 - 07/03/2003
NEUBERGER BERMAN, LLC (NEW YORK NY)
NY
01/28/1998 - 03/28/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BC
Issued 03/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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