Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Irving has been a registered financial professional since 1986. Jay is currently registered with LPL Financial LLC, and has also worked at other firms such as Smith Barney Inc., Lehman Brothers Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jay has a broad range of experience in the financial services industry and holds several securities licenses. He has worked with individuals, high net worth individuals, corporations, charitable organizations and pension and profit-sharing plans. Jay currently works with LPL Financial LLC out of the Rockland, MA branch office.
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.
1
2
MA
10/24/2014 - Present
LPL Financial LLC (ROCKLAND MA)
NY
07/31/1993 - 08/23/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
12/11/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
06/02/1987 - 12/11/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/13/1986 - 10/21/1988
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 05/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 02/12/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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