Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Sorgi is a financial advisor who works for W&S Brokerage Services, Inc. Jay specializes in helping individuals with their financial planning needs and managing their portfolios. Jay holds the Series 63, Series 6TO, and SIE exams. Jay is currently registered with the states of Pennsylvania and Wisconsin.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
PA
11/15/2023 - Present
W&S Brokerage Services, Inc. (WAYNE PA)
BC
Issued 05/21/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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