Unclaimed
Jay Michael Scienza is a financial advisor currently affiliated with LPL Financial LLC, located in Whitesboro, New York. Jay has been active in the financial services industry since 2007, holding prior registrations with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Key Investment Services LLC. Jay Michael Scienza has a broad range of experience and holds licenses that allow him to provide a variety of financial services. Jay Michael Scienza also offers financial planning 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
NY
02/27/2023 - Present
LPL Financial LLC (WHITESBORO NY)
NY
09/08/2020 - 02/27/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (UTICA NY)
NY
02/28/2013 - 09/10/2020
KEY INVESTMENT SERVICES LLC (UTICA NY)
NY
08/31/2011 - 03/04/2013
MML INVESTORS SERVICES, LLC (YORKVILLE NY)
NY
10/21/2008 - 08/05/2011
KEY INVESTMENT SERVICES LLC (UTICA NY)
NY
03/22/2007 - 10/15/2008
UVEST FINANCIAL SERVICES GROUP, INC. (NEW HARTFORD NY)
BOTH
Issued 10/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/21/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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