Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Khatter is a financial advisor at Voya Financial Advisors, Inc. Jay has been in the financial services industry since 1983 and has a wide range of experience. Jay holds Series 2, 63, and 7 licenses. Jay also holds a Series 65 license and is registered in 16 states. Jay provides financial planning services, including retirement planning, college savings, and estate planning. Jay also offers portfolio management services for individuals and businesses. Jay is committed to providing clients with personalized financial advice that meets their individual needs.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
01/03/2011 - Present
Voya Financial Advisors, Inc. (ALLEN TX)
TX
10/15/1993 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (ADDISON TX)
CT
12/18/1998 - 09/21/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
02/03/1996 - 05/19/1997
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
06/19/1983 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
CT
09/20/1985 - 02/22/1990
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
BC
Issued 10/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1982
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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