Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Kimball is a financial advisor with over 18 years of experience in the industry. Jay is registered with LPL Enterprise, LLC and has a Series 6, Series 63, Series 65, and SIE licenses. Jay is also registered in 11 states and has a total of 11 registrations including one active investment advisor registration in Pennsylvania. Jay has worked with clients on various financial needs including financial planning, portfolio management for individuals and businesses, and educational seminars. Jay is an experienced financial advisor and provides personalized financial guidance to help clients 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
PA
11/14/2024 - Present
LPL Enterprise, LLC (WARRINGTON PA)
IA
Issued 04/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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