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 Zatezalo is a financial advisor in Columbus, OH, with over 20 years of experience in the industry. Jay currently works with Osaic Wealth, Inc., a firm based in Scottsdale, AZ. Osaic Wealth, Inc. serves a diverse clientele, including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and other businesses.
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.
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
OH
11/02/2018 - Present
Osaic Wealth, Inc. (COLUMBUS OH)
OH
05/02/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (COLUMBUS OH)
OH
10/17/2015 - 05/04/2016
MML INVESTORS SERVICES, LLC (Upper Arlington OH)
OH
05/12/2014 - 07/29/2015
W&S BROKERAGE SERVICES, INC. (GROVE CITY OH)
NY
03/05/1999 - 12/10/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 04/05/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jay Zatezalo is the right advisor for you? Invested Better is here to help.
