Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay J. Hochfelsen is a financial professional with over 45 years of experience in the industry. Jay is a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC and has held previous positions at Tower Square Securities, Inc. and Advantage Capital Corporation. Jay holds a Series 7, Series 24, and Series 63 license, as well as the SIE Exam. Jay is a Chartered Financial Consultant and provides a range of financial services including financial planning, portfolio management, and insurance. Jay has a long history of serving a variety of client types including individuals, high net worth individuals, corporations, and charitable organizations.
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
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (FARMINGDALE NY)
NY
03/25/1996 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (PLAINVIEW NY)
GA
02/10/1995 - 03/28/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
10/13/1976 - 02/16/1995
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 9/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/1/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/25/1987
Series 7 - General Securities Representative Examination
BC
Issued 10/7/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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