Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Howell Moyer is a financial professional with over 30 years of experience in the industry. Jay Howell Moyer is a Registered Representative and Investment Advisor Representative, licensed in multiple states. Jay Howell Moyer currently works with Osaic Wealth, Inc. in their Scottsdale and Blandon locations. Jay Howell Moyer specializes in portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and selection of other advisors. Previous roles include Hackett Associates, Inc., Pruco Securities Corporation and The Prudential Insurance Company of America.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
PA
07/29/1997 - 07/23/2004
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
NJ
03/19/1992 - 07/24/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/19/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 04/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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