Unclaimed
Jay Logwood is a financial advisor with Valic Financial Advisors, Inc. Jay is registered to provide investment advice in Delaware, District of Columbia, Maryland, Pennsylvania, Virginia, and West Virginia. Jay is licensed to provide securities advice in the United States, and has been working in the financial services industry since November 2009. Jay has specialized in the following areas: financial planning, investment advisory services for individuals, and portfolio management. Jay's work is focused on providing financial advice to high-net-worth individuals and corporations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
1
2
MD
10/11/2017 - Present
Valic Financial Advisors, Inc. (LINTHICUM HEIGHTS MD)
MO
04/18/2001 - 02/07/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
10/01/2000 - 04/02/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
05/02/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 09/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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