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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Sailesh Sheth is a financial advisor with over 20 years of experience in the industry. Jay is currently registered with Arete Wealth Advisors, LLC and is licensed in several states across the country. Jay has experience in financial planning, portfolio management for individuals and businesses, pension consulting, and non-discretionary investment advice. Previous employers include National Securities Corporation and Continental Broker-Dealer Corp. Jay is a Series 63 and 65 licensed advisor and holds the Series 7 and SIE licenses. Jay also has experience in providing non-discretionary investment advice regarding securities of affiliates of Masterworks.io, LLC.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
NY
09/16/2022 - Present
Arete Wealth Advisors, LLC (New York NY)
NY
01/30/2004 - 07/22/2022
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
04/24/2003 - 01/30/2004
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
IA
Issued 03/24/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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