Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Millard is a financial advisor with over 20 years of experience in the industry. Jay is currently registered with Virtue Capital Management, LLC. Jay is also registered with the state of Kentucky. Jay has Series 6, 7, 63 and 65 securities licenses. Prior to joining Virtue Capital Management, LLC, Jay worked at several other financial firms including Princor Financial Services Corporation, Granite Securities, LLC, Winebrenner Capital Partners, LLC, USAllianz Securities, Inc., Investcorp, Inc., Commonwealth Financial Network, Banc One Securities Corporation, Edward Jones, and First Investors Corporation.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
TN
08/01/2018 - Present
Virtue Capital Management, LLC (BRENTWOOD TN)
KY
11/27/2007 - 08/03/2009
PRINCOR FINANCIAL SERVICES CORPORATION (BELLEVUE KY)
NY
04/10/2006 - 12/21/2007
GRANITE SECURITIES, LLC (WOODBURY NY)
KY
06/04/2004 - 09/27/2005
WINEBRENNER CAPITAL PARTNERS, LLC (LOUISVILLE KY)
MN
06/13/2003 - 06/08/2004
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
FL
11/04/2002 - 05/05/2003
INVESTACORP, INC. (MIAMI FL)
MA
05/17/2001 - 11/06/2002
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
IL
03/15/2000 - 02/14/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
05/26/1999 - 03/15/2000
EDWARD JONES (ST. LOUIS MO)
NA
07/07/1987 - 09/24/1987
FIRST INVESTORS CORPORATION
IA
Issued 08/10/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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