Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Marc Diamond is a financial advisor with over 30 years of experience in the industry. Jay is a registered representative of Commonwealth Financial Network and is also an investment advisor representative of Investmark Advisory Group LLC. Jay holds a variety of licenses and registrations, including Series 7, 24, 51, 52, 6, 22, 63 and SIE. Jay specializes in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and charitable organizations. Jay is also licensed to sell fixed insurance products.
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.
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
CT
03/12/2001 - Present
Commonwealth Financial Network (Shelton CT)
NY
05/19/1988 - 10/17/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
AZ
03/06/1990 - 05/29/1990
FAIRPORT CAPITAL, INC. (SCOTTSDALE AZ)
AZ
11/19/1989 - 01/25/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
07/03/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/09/1984 - 07/09/1986
DAVID LERNER ASSOCIATES, INC.
BC
Issued 08/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/22/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/25/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/08/1984
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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