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. Triemstra is a financial advisor with Money Concepts Capital Corp. Jay has been in the industry since July 1998 and holds Series 6, 7 and 66 licenses. Jay has worked at Money Concepts Capital Corp. since August 2008, and before that, was registered with firms including Investment Financial Corporation, Investment Centers of America, Inc., Focused Investments L.L.C., AGA Brokerage Services, Inc. and Shay Financial Services Co. Jay specializes in individual, business and retirement planning services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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 fee
1
2
FL
08/08/2008 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
IN
09/13/2004 - 07/21/2008
INVEST FINANCIAL CORPORATION (LAPORTE IN)
WI
05/20/2004 - 08/25/2004
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
IL
08/23/1999 - 01/21/2004
FOCUSED INVESTMENTS L.L.C. (CHICAGO IL)
TX
03/21/1998 - 03/21/1999
AGA BROKERAGE SERVICES, INC. (HOUSTON TX)
TX
08/14/1996 - 02/04/1997
SHAY FINANCIAL SERVICES CO. (IRVING TX)
BOTH
Issued 12/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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