Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Jerry Tracy is a financial advisor with GWN Securities Inc., based in Iselin, NJ. Jay has been in the securities industry since 1985 and has a long history of serving individuals and families. Jay has a Series 6 license, as well as the Securities Industry Essentials (SIE) Exam. Jay specializes in helping clients with financial planning, market timing services, and portfolio management.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
NJ
12/17/2014 - Present
GWN Securities Inc. (ISELIN NJ)
NJ
12/01/2009 - 12/10/2014
THE INVESTMENT CENTER, INC. (S. PLAINFIELD NJ)
NJ
04/10/1985 - 12/01/2009
FIRST INVESTORS CORPORATION (WOODBRIDGE NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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