Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Keith Rosenblatt is an investment advisor representative at Cetera Investment Advisers LLC. Jay is a registered representative in California. Jay has been in the securities industry since August 17, 1987. Jay Keith Rosenblatt has passed the General Securities Principal Examination (Series 24), General Securities Representative Examination (Series 7), Uniform Securities Agent State Law Examination (Series 63) and Securities Industry Essentials Examination (SIE). Jay Keith Rosenblatt has been a registered representative with Cetera Investment Advisers LLC since June 2023. Jay is also a registered representative with Premiere Financial Solutions Inc, and is president and CEO. Jay Keith Rosenblatt provides financial planning services and portfolio management for individuals and businesses.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (CASTRO VALLEY CA)
NA
08/18/1987 - 10/22/1988
CHUBB SECURITIES CORPORATION
BC
Issued 8/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/26/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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