Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Calhoun is a financial professional with experience in the financial services industry. Jay is currently registered with Cetera Investment Advisers LLC in Monroe, LA and has been in the industry since August 23, 2014. Jay is licensed to provide investment advice and securities services in Louisiana. Jay has a history of working with NYLIFE SECURITIES LLC and PFS INVESTMENTS INC. in Baton Rouge, LA. Jay holds the Series 6, 7TO, 63, 65, and SIE licenses.
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.
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.
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2
LA
03/21/2024 - Present
Cetera Investment Advisers LLC (Monroe LA)
LA
04/20/2016 - 08/09/2021
NYLIFE SECURITIES LLC (BATON ROUGE LA)
LA
12/06/2013 - 03/11/2016
PFS INVESTMENTS INC. (BATON ROUGE LA)
IA
Issued 1/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/16/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 2/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/5/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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