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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 Marshall Dienes is a financial advisor with Morgan Stanley. Jay has been in the financial services industry since 1991, and has a broad range of experience working with high net worth individuals, institutions, and corporations. Jay holds a variety of licenses, including Series 3, 7, 26, 63, and 65. Jay is committed to providing his clients with personalized financial advice and solutions to help them reach their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/02/2020 - Present
Morgan Stanley (Melville NY)
NY
09/18/1996 - 07/07/2010
CHASE INVESTMENT SERVICES CORP. (PORT WASHINGTON NY)
NA
09/06/1996 - 09/18/1996
CHEMICAL INVESTMENT SERVICES CORP.
NY
07/31/1993 - 06/28/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
09/24/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 06/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1991
Series 3 - National Commodity Futures Examination
BC
Issued 09/23/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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