Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Schwartz is a financial advisor with Private Advisor Group, LLC. Jay has been a registered representative for over 20 years, and has worked with a variety of clients including individuals, families, businesses, and institutions. Jay is passionate about helping people achieve their financial goals, and has a strong track record of success. Jay has a wide range of experience, including financial planning, portfolio management, and insurance. Prior to joining Private Advisor Group, LLC, Jay worked at National Securities Corporation and FSIC. Jay is committed to providing personalized service and helping his clients make informed financial decisions.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
03/29/2022 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
WA
09/13/2020 - 03/30/2022
NATIONAL SECURITIES CORPORATION (SEATTLE WA)
WA
01/20/2006 - 09/24/2020
FSIC (SEATTLE WA)
NJ
08/07/2001 - 02/06/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 08/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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