Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Paul Levin is a financial advisor at MAI Capital Management, LLC. Jay has over 30 years of experience in the financial industry, specializing in providing comprehensive financial planning, investment management, and retirement planning services to individuals, families, and businesses. Jay is a Certified Financial Planner™ and holds the Series 63 and 65 licenses. Prior to joining MAI Capital Management, LLC, Jay worked as a financial advisor at INVESTMENT PLANNING ASSOCIATES, INC. and held previous roles at INVESTMENT ADVISORS & CONSULTANTS, INC., GRUNTAL & CO. INCORPORATED and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION. Jay is committed to providing his clients with personalized advice and strategies to help them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
MD
12/24/2021 - Present
MAI Capital Management, LLC (Bethesda MD)
NA
02/08/1990 - 11/19/1991
INVESTMENT ADVISORS & CONSULTANTS, INC.
NA
06/02/1989 - 10/31/1989
GRUNTAL & CO. INCORPORATED
NA
12/18/1984 - 10/15/1987
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
IA
Issued 09/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jay Levin is the right advisor for you? Invested Better is here to help.
