Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Robert Blanchard is a financial advisor with Independent Solutions Wealth Management, LLC, a registered investment advisor firm. Jay has been in the financial industry since 2002 and has been with Independent Solutions Wealth Management, LLC since 2015. Jay holds a Series 6, Series 63, and Series 65 license, as well as the SIE exam. Jay specializes in providing financial advice to individuals, corporations, and charitable organizations. Jay's experience includes working with clients on a variety of financial planning needs, including retirement planning, college savings, and estate 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
NY
09/03/2015 - Present
Independent Solutions Wealth Management, LLC (WILLIAMSVILLE NY)
NY
02/23/2007 - 09/03/2015
NEXT FINANCIAL GROUP, INC. (WILLIAMSVILLE NY)
NY
04/23/2003 - 03/06/2007
NEW ENGLAND SECURITIES (WILLIAMSVILLE NY)
CO
02/21/2002 - 12/31/2002
THE LEADERS GROUP, INC. (LITTLETON CO)
IA
Issued 01/26/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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