Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Warren is a financial advisor with over 30 years of experience in the industry. Jay is currently registered with IHT Wealth Management LLC in Illinois. Jay has a wide range of experience, including working with clients in the areas of financial planning, pension consulting, and portfolio management for individuals and businesses. Jay is also a registered Investment Advisor Representative (IAR) in Illinois.
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.
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.
Financial planning fees
1
2
IL
12/21/2020 - Present
IHT Wealth Management LLC (CHICAGO IL)
IL
10/30/2007 - 11/30/2010
NRP FINANCIAL, INC. (NORTHBROOK IL)
IL
05/10/2000 - 09/17/2007
CITIGROUP GLOBAL MARKETS INC. (HIGHLAND PARK IL)
MA
07/16/1996 - 05/24/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
06/24/1996 - 07/16/1996
MML INVESTORS SERVICES, INC.
NY
10/17/1995 - 06/26/1996
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
IL
06/09/1995 - 10/10/1995
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
MA
12/18/1989 - 06/08/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 03/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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