Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Kready is an investment advisor representative, currently associated with Stewardship Advisors, LLC in Mount Joy, Pennsylvania. Jay has been in the industry since May 29, 2002, and has a broad range of experience in the financial services industry. Jay holds the Series 6, 7, 63 and 65 licenses. Jay's past experience includes roles with Concourse Financial Group Securities, Inc., Everence Financial Advisors and Everence Trust Company. Jay has a strong commitment to providing high-quality financial advice to individuals, families, and charitable organizations.
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
PA
06/25/2024 - Present
Stewardship Advisors, LLC (MOUNT JOY PA)
PA
05/29/2002 - 06/27/2024
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (Manheim PA)
IA
Issued 12/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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