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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay R Lieberman is a financial advisor with Macquarie Investment Management Business Trust. Jay has been in the financial industry since October 19, 2008. Jay is licensed in 24 states to provide investment advice. Macquarie Investment Management Business Trust provides investment management services to a variety of clients, including insurance companies, investment companies, high-net-worth individuals, and pooled investment vehicles. They have approximately $1 billion to $10 billion in assets under management.
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.
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.
Structured product/securitization advice/transition management
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.
1
2
PA
08/27/2021 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
KS
09/14/2011 - 08/31/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
09/14/2011 - 04/21/2021
WADDELL & REED (OVERLAND PARK KS)
KS
10/16/2008 - 09/09/2011
PRUCO SECURITIES, LLC. (OVERLAD PARK KS)
IA
Issued 08/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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