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 advisor at Cetera Investment Advisers LLC. Jay has been in the industry since 1976 and has experience in providing financial planning, portfolio management, and pension consulting services. Jay has a broad range of experience in serving individuals, businesses, charitable organizations, 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.
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 09/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1976
Series 1 - Registered Representative Examination
Active
Inactive
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FINRA
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