Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Lawrence Smith is a financial advisor in Oxford, Michigan. Jay has been in the financial services industry since 1982 and has a strong track record of providing customized financial advice to a wide range of clients, including individuals, families, and businesses. Jay is also a Certified Financial Planner™ professional. Currently, Jay is registered with Raymond James Financial Services Advisors, Inc. Previously, Jay was registered with Mutual Service Corporation and E.I. Sales, Inc. Jay is licensed to provide financial advice in a number of states, including Michigan, Florida, California, Texas, New York, and more. Jay's primary areas of expertise include financial planning, retirement planning, investment management, and insurance. Jay is committed to helping clients achieve their financial goals and is dedicated to providing personalized service.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
04/16/2010 - Present
Raymond James Financial Services Advisors, Inc. (OXFORD MI)
NA
11/19/1982 - 07/03/1986
MUTUAL SERVICE CORPORATION
NA
10/20/1982 - 11/18/1982
E.I. SALES, INC.
BC
Issued 01/25/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/1987
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/25/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/24/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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