Unclaimed
Jay Fuller is a financial professional with over 20 years of experience in the financial services industry. Jay is a registered representative and investment advisor representative with Vanguard Advisers, Inc. Jay has a broad range of experience in the financial services industry, having worked with clients ranging from high-net-worth individuals to corporations. Jay is committed to helping clients achieve their financial goals through a personalized approach to financial planning.
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.
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
AZ
08/05/2022 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
AZ
02/03/2022 - 05/04/2022
BANKERS LIFE SECURITIES, INC. (PHOENIX AZ)
AZ
07/08/2020 - 02/16/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
11/26/2019 - 01/16/2020
FARMERS FINANCIAL SOLUTIONS, LLC (GLENDALE AZ)
CT
05/28/2013 - 12/04/2017
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
AZ
09/25/2012 - 05/28/2013
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
11/29/2006 - 09/20/2012
ALLSTATE FINANCIAL SERVICES, LLC (SCOTTSDALE AZ)
NE
05/14/2002 - 09/01/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
MN
03/28/2002 - 05/01/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/28/2002 - 05/01/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NE
02/10/2000 - 10/26/2001
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
BOTH
Issued 08/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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