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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Gelbein is a financial advisor with Avantax Advisory Services. Jay has been in the financial services industry since 1999. Jay is a Certified Financial Planner and has a Series 6, Series 7, and Series 63 licenses. Jay also has experience in accounting and tax preparation. Jay is dedicated to providing his clients with personalized financial advice and services. Jay's expertise in financial planning, investment management, and retirement planning allows him to help clients achieve their financial goals. Avantax Advisory Services is a financial advisory firm that provides a range of services, including financial planning, investment management, and retirement planning.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
07/27/2021 - Present
Avantax Advisory Services (STATEN ISLAND NY)
NY
11/02/1999 - 10/30/2012
H.D. VEST INVESTMENT SERVICES (STATEN ISLAND NY)
BC
Issued 07/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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