Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Martin Desimone is a financial advisor registered with LPL Financial LLC in MARYSVILLE, CA. Jay has over 20 years of experience in the financial services industry. Jay is licensed to provide investment advice in 18 states, including California, Texas, and Florida. Jay holds the Series 6, 7, 63, 65, 99TO, and SIE licenses. Jay also has a background in insurance and provides consulting and other non-discretionary advisory 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
10/06/2022 - Present
LPL Financial LLC (MARYSVILLE CA)
CA
09/08/2022 - 10/12/2022
CETERA ADVISORS LLC (Rocklin CA)
CA
09/01/2009 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Rocklin CA)
MA
04/21/2008 - 09/17/2009
METLIFE SECURITIES INC. (SPRINGFIELD MA)
CA
05/15/2003 - 04/15/2008
QUEST SECURITIES, INC. (ALAMEDA CA)
IA
Issued 12/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/18/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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