Unclaimed
Jay Robert Massow is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Mesa, Arizona. Jay has over 30 years of experience in the financial industry. He is a Certified Financial Planner™ and holds multiple industry licenses and certifications. Jay specializes in providing financial planning, portfolio management, and investment advisory services for individuals, families, and businesses. He has a proven track record of helping clients reach 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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
AZ
01/08/2015 - Present
Raymond James Financial Services Advisors, Inc. (MESA AZ)
MN
03/09/1992 - 01/10/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/09/1992 - 01/10/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2005
Series 4 - Registered Options Principal Examination
BC
Issued 06/26/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/08/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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