Unclaimed
Jay Richard Labarre is a registered investment advisor representative with Mariner Wealth Advisors. Jay has been in the financial services industry since 2009 and holds a Series 66 license. Jay has experience with CETERA ADVISOR NETWORKS LLC, GIRARD SECURITIES, INC., and LINCOLN FINANCIAL ADVISORS CORPORATION.
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.
Family office 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.
1
2
FL
12/16/2024 - Present
Mariner Wealth (Sarasota FL)
FL
10/27/2017 - 12/27/2018
CETERA ADVISOR NETWORKS LLC (SARASOTA FL)
FL
06/19/2014 - 11/01/2017
GIRARD SECURITIES, INC. (SARASOTA FL)
FL
05/26/2011 - 06/20/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (SARASOTA FL)
FL
10/01/2009 - 04/15/2011
GIRARD SECURITIES, INC. (SARASOTA FL)
BOTH
Issued 01/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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