Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Gershman is an investment advisor representative with Redhawk Wealth Advisors, Inc. based in Bloomington, MN. Jay has been in the financial services industry since March 1991. Prior to joining Redhawk Wealth Advisors, Inc., Jay was with Securities America, Inc. in West Hartford, CT. Jay holds a Series 6, Series 24, Series 26, Series 62, Series 63 and Series 65 licenses. Jay is registered with the following states: Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Louisiana, Maine, Maryland, Massachusetts, Minnesota, Missouri, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, and Washington. Jay is also registered with the state of Florida as an investment advisor.
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.
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
MN
09/29/2023 - Present
Redhawk Wealth Advisors, Inc. (BLOOMINGTON MN)
CT
09/18/2020 - 05/02/2023
SECURITIES AMERICA, INC. (WEST HARTFORD CT)
CT
11/27/1995 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (WEST HARTFORD CT)
NY
01/30/1992 - 06/20/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
03/14/1991 - 01/22/1992
GREEN HILL FINANCIAL SERVICE CORPORATION
IA
Issued 07/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2011
Series 24 - General Securities Principal Examination
BC
Issued 11/22/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2003
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 03/12/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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