Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay L Heller is a financial professional with over 20 years of experience in the industry. Jay is currently a Registered Investment Advisor representative with Meridian Wealth Partners, LLC. Previously, Jay was associated with American Portfolios Financial Services, Inc., Capital Analysts, Incorporated, National Planning Corporation, AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States.
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.
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.
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2
PA
04/10/2017 - Present
Meridian Wealth Partners, LLC (EXTON PA)
PA
07/09/2007 - 05/24/2016
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (PLYMOUTH MEETING PA)
PA
11/06/2001 - 07/06/2007
CAPITAL ANALYSTS, INCORPORATED (PLYMOUTH MEETING PA)
CA
01/31/2000 - 11/06/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
NY
05/16/1996 - 02/16/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/16/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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