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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Malik is a registered investment advisor representative with Wealth Management, a firm with a long history of providing personalized financial advice to individuals and families. Jay has been in the financial services industry for over 20 years and has a strong understanding of the investment landscape. Jay is committed to helping clients achieve their financial goals and is dedicated to providing them with the best possible advice. Jay has experience working with a range of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses. Jay holds both Series 65 and Series 7 licenses, and has an extensive background in accounting and consulting.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sub-advisor and back office support 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.
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NE
11/15/2011 - Present
Wealth Management (NORFOLK NE)
NJ
05/20/1997 - 03/11/1998
DLJDIRECT INC. (JERSEY CITY NJ)
MN
10/29/1996 - 02/04/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/29/1996 - 02/04/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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