Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Schiff is a financial professional with over 20 years of experience in the industry. Jay is currently registered with Oppenheimer & Co. Inc. as a Registered Representative, Investment Advisor Representative in the states of Virginia, Maryland, and Washington D.C. Jay has a wide range of experience, having previously been registered with ADP Broker-Dealer, Inc., CitiCorp Investment Services, and Morgan Stanley DW Inc. Jay has a strong commitment to providing clients with personalized financial advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
VA
10/26/2016 - Present
Oppenheimer & Co. Inc. (VIENNA VA)
NJ
03/26/2004 - 11/30/2006
ADP BROKER-DEALER, INC. (ROSELAND NJ)
NY
06/18/2001 - 04/23/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
12/20/1997 - 05/09/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/26/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 08/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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