Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Matilal Desai is a financial advisor at MacRo Advisors, Inc. Jay has been working in the financial industry since 1988 and holds the Series 3, 6, 7, 9, 10, 24, 63, and 65 licenses. Jay specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Jay also has experience as an independent insurance agent. Jay is a Certified Financial Planner™. MacRo Advisors, Inc. is an independent financial advisory firm located in York, Pennsylvania.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
02/03/2020 - Present
MacRo Advisors, Inc. (YORK PA)
PA
10/21/2002 - 01/09/2003
ATLAS BROKERAGE COMPANY, L.P. (WASHINGTON PA)
MA
12/19/1988 - 10/04/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/19/1988 - 10/04/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 11/28/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/11/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/22/1997
Series 24 - General Securities Principal Examination
BC
Issued 11/20/2008
Series 3 - National Commodity Futures Examination
BC
Issued 04/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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