Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Cavanagh is a financial advisor with Kestra Advisory Services, LLC. Jay has over 30 years of experience in the financial services industry. Jay has a Series 6, 7, 63, and 65 licenses, and has been registered with Kestra Advisory Services, LLC since 2016. Jay also has experience with ING Financial Partners, Inc. and AXA Advisors, LLC. Jay is a partner at The KNW Group and has a strong background in financial planning, portfolio management, and insurance. Jay specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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
MN
04/19/2016 - Present
Kestra Advisory Services, LLC (Plymouth MN)
CT
01/02/2003 - 01/04/2006
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
NY
08/26/1991 - 01/06/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/26/1991 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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