Unclaimed
Jay Stephen Glickson is a financial professional with over 20 years of experience in the industry. Currently, Jay is a Registered Representative at Piper Sandler & Co. based in New York, NY. Previously, Jay held roles at CORNERSTONE MACRO LLC, INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC, OPPENHEIMER & CO. INC., CIBC WORLD MARKETS CORP., and SALOMON SMITH BARNEY INC. Jay holds a Series 63, Series 7, and SIE license. Jay specializes in Portfolio Management for Businesses and Analytical Reports/Public Finance Consulting Program.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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.
1
2
NY
02/08/2022 - Present
Piper Sandler & Co. (NEW YORK NY)
NY
05/05/2014 - 02/16/2022
CORNERSTONE MACRO LLC (New York NY)
NY
10/30/2003 - 05/16/2013
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)
NY
01/03/2003 - 10/22/2003
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
12/01/1999 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
12/09/1998 - 11/22/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 02/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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