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Jay Milton Zickerman

Equitable Distributors, LLC

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About Jay Milton Zickerman

Jay Milton Zickerman is a financial professional registered with Equitable Distributors, LLC and has been in the financial industry since December 25, 2003. Jay has experience working at several firms including Park Avenue Securities LLC, Guardian Investor Services LLC, Lincoln Financial Distributors, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company and Delaware Distributors, L.P.. Jay has a Series 63, Series 7 and SIE license. Jay currently holds an active registration in New Jersey.

Firm Information

Jay Zickerman is currently registered with Equitable Distributors, LLC. Equitable Distributors, LLC is a Limited Liability Company formed in 2002. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. Equitable Distributors, LLC has one arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

312

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jay Zickerman’s Registration & Firm History

NY

02/21/2018 - Present

Equitable Distributors, LLC (New York NY)

PA

03/31/2015 - 09/02/2016

PARK AVENUE SECURITIES LLC (BETHLEHEM PA)

NY

06/16/2010 - 03/31/2015

GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)

PA

05/01/2007 - 06/30/2009

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

IN

10/30/2006 - 05/22/2007

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

10/30/2006 - 05/01/2007

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

PA

07/10/2001 - 10/16/2006

DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)

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Licenses & Designations

BC

Issued 09/24/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jay Milton Zickerman.
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