Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Matthew Close is a financial advisor currently registered with Fidelity Personal and Workplace Advisors. Jay Matthew Close is also registered with the following state(s): Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Jay Matthew Close has been in the financial industry since July 5, 2005. Jay Matthew Close has a background in both brokerage and investment advisory services. Before joining Fidelity Personal and Workplace Advisors, Jay Matthew Close was registered with CUNA BROKERAGE SERVICES, INC. and WELLS FARGO ADVISORS, LLC. Jay Matthew Close also works as an independent contractor for rideshare 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.
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.
A percentage of the total value of assets under management is charged.
1
2
WI
05/23/2022 - Present
Fidelity Personal AND Workplace Advisors (MADISON WI)
WI
06/26/2012 - 05/04/2022
CUNA BROKERAGE SERVICES, INC. (MADISON WI)
MN
01/03/2011 - 11/07/2011
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
11/11/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
BOTH
Issued 08/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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