Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Michael Momber is a financial advisor at Fidelity Personal and Workplace Advisors. Jay has over 2 years of experience in the financial services industry. Jay holds Series 7, 63, and 65 licenses and has a strong background in providing financial planning, portfolio management, and educational seminars. Previously, Jay worked at Equitable Advisors, LLC. Jay is registered with the states of Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington, and Wisconsin.
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.
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MI
06/23/2023 - Present
Fidelity Personal AND Workplace Advisors (GRAND BLANC MI)
MI
02/11/2021 - 02/17/2021
EQUITABLE ADVISORS, LLC (GRAND RAPIDS MI)
IA
Issued 01/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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