Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Harold Flamme is a registered Investment Advisor Representative with Summit Financial, LLC. Jay has been in the financial services industry since 1988 and has a wide range of experience in providing investment advice and financial planning services. Jay holds the Series 7, Series 31, Series 63, Series 65, and SIE licenses. Jay is a licensed Investment Advisor Representative in New Jersey and Texas. Jay's previous employers include BCG Securities, Inc., LPL Financial LLC, NRP Financial, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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NJ
01/03/2025 - Present
Summit Financial, LLC (PARSIPPANY NJ)
NJ
10/04/2011 - 03/02/2015
BCG SECURITIES, INC. (WESTFIELD NJ)
NJ
11/30/2010 - 10/13/2011
LPL FINANCIAL LLC (WESTFIELD NJ)
NJ
01/15/2010 - 11/30/2010
NRP FINANCIAL, INC. (WEST FIELD NJ)
NJ
06/28/1988 - 01/21/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWARK NJ)
IA
Issued 06/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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