Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Jeffrey Shartsis is a financial advisor with over 50 years of experience in the industry. He is currently a registered representative with R. F. Lafferty & Co., Inc., and has been with the firm since 1979. Prior to joining Lafferty, Jay worked at E. F. Hutton & Company Inc, Multi-Vest Securities Inc., and J. P. Pappas & Co., Inc. Jay has a broad range of experience in the financial services industry and has held several senior positions throughout his career. His expertise includes portfolio management, investment advisory, and wealth management services. He is a Series 7, Series 3, Series 4, and Series 63 licensed professional. Jay is a dedicated and experienced advisor who is committed to providing personalized financial advice to his clients.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
03/16/1979 - Present
R. F. Lafferty & CO., Inc. (NEW YORK NY)
NA
09/04/1975 - 10/07/1977
E. F. HUTTON & COMPANY INC
NA
01/11/1972 - 01/14/1975
MULTI-VEST SECURITIES INC
NA
10/12/1971 - 02/28/1972
J. P. PAPPAS & CO., INC.
NA
07/30/1970 - 12/11/1971
MULTI-VEST SECURITIES INC
BC
Issued 05/23/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/30/1991
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/1975
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jay Shartsis is the right advisor for you? Invested Better is here to help.
