Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Preston Alexander is a financial advisor at AE Wealth Management, LLC. Jay has been in the financial industry since July 2014. Jay is registered with the state of California as an Investment Advisor Representative and has passed the Series 63, Series 66, and Series 65 exams. Jay also holds the Series 7 and SIE licenses. Jay has experience working with individuals, high net worth individuals, pension and profit-sharing plans, and corporations or other businesses. Jay's services include financial planning, portfolio management for individuals, and portfolio management for businesses. Jay also provides educational seminars, and publications, and selects other advisors.
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.
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CA
10/23/2023 - Present
AE Wealth Management, LLC (Long Beach CA)
AZ
07/31/2014 - 07/06/2017
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
IA
Issued 07/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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