Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Gordon Llewelyn is a financial advisor who has been in the industry since 2016. Jay is currently registered with Entrust Financial LLC, and has previously been registered with PURSHE KAPLAN STERLING INVESTMENTS. Jay is a Series 7 and Series 66 licensed financial advisor. Jay holds a Chartered Financial Analyst designation. Jay specializes in portfolio management for individuals and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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PA
08/24/2023 - Present
Entrust Financial LLC (WAYNE PA)
PA
07/08/2016 - 09/21/2016
PURSHE KAPLAN STERLING INVESTMENTS (Philadelphia PA)
BOTH
Issued 08/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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