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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 Sellami is a financial advisor with LPL Financial LLC. Jay has been in the financial industry for over 22 years. Jay holds the Series 6, 7, 9, 10, 24 and 66 licenses and has a long history of working in the financial services industry. Jay has worked with several firms, including Waddell & Reed, Ameriprise Financial Services, Inc., BirchTree Financial Services, Inc., and H&R Block Financial Advisors, Inc. before joining LPL Financial LLC. Jay has experience with both individuals and businesses. Jay provides financial planning, portfolio management, and consulting services to clients. Jay is currently registered with the state of Missouri and Texas and is able to offer investment advice in all 50 states.
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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CA
10/27/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
IL
10/12/2021 - 09/16/2022
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
KS
11/12/2013 - 08/23/2021
WADDELL & REED (OVERLAND PARK KS)
KS
05/20/2010 - 01/03/2013
AMERIPRISE FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
MO
10/06/2004 - 12/31/2008
BIRCHTREE FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MI
07/15/2004 - 09/14/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
12/12/2003 - 03/04/2004
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
MO
09/12/1997 - 12/12/2003
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 05/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/07/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/16/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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