Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Anderson is a financial advisor currently registered with LPL Financial LLC. Jay has been in the financial industry since 1994. Prior to joining LPL Financial LLC, Jay worked at USAA Financial Advisors, Inc., USAA Investment Management Company and Pruco Securities Corporation. Jay holds the Series 6, 7, 24, 52TO, 53, and 63 licenses, as well as the SIE certification. Jay is also a Certified Financial Planner. Jay is dedicated to providing financial advice and guidance to individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
03/28/2022 - Present
LPL Financial LLC (KATY TX)
TX
08/17/2005 - 06/15/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
01/08/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
07/10/1993 - 08/15/2005
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NJ
09/04/1992 - 03/05/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 09/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/29/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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