Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Sanford is a financial advisor with over 25 years of experience in the financial services industry. Jay is currently registered with Global Retirement Partners LLC in McLean, Virginia and San Rafael, California and has been with this firm since November 2015. Prior to joining Global Retirement Partners LLC, Jay worked at MML Investors Services, LLC in McLean, Virginia for over 15 years. Jay holds Series 6, 7, 63, and 65 licenses as well as the Securities Industry Essentials Examination. Jay offers a variety of financial services to individuals, corporations, and retirement plans, including financial planning, portfolio management, and retirement planning.
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.
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
VA
11/13/2015 - Present
Global Retirement Partners LLC (MCLEAN VA)
VA
02/21/1997 - 12/05/2012
MML INVESTORS SERVICES, LLC (MCLEAN VA)
IA
Issued 04/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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