Unclaimed
Jay Steven Salamone is a financial advisor at Fidelity Personal And Workplace Advisors. Jay has been in the financial services industry since 1999 and has experience in a variety of financial services, including portfolio management for individuals and businesses, financial planning, and educational seminars. Jay is a Certified Financial Planner and holds Series 63, Series 65, Series 7, and SIE licenses. Jay is also registered to provide investment advice in Arizona, Connecticut, Florida, Georgia, Illinois, Indiana, Massachusetts, Michigan, Missouri, New Hampshire, New York, North Carolina, South Carolina, Texas, Utah, Virginia, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
1
2
FL
09/04/2020 - Present
Fidelity Personal AND Workplace Advisors (ALTAMONTE SPRINGS FL)
FL
10/10/2019 - 07/06/2020
INTERNATIONAL ASSETS ADVISORY, LLC (WINTER SPRINGS FL)
FL
07/06/2017 - 10/08/2019
G. A. REPPLE & COMPANY (CASSELBERRY FL)
FL
06/11/2015 - 07/07/2017
TRANSAMERICA FINANCIAL ADVISORS, INC (PLANT CITY FL)
FL
09/10/2001 - 01/29/2014
FIDELITY BROKERAGE SERVICES LLC (ALTAMONTE SPRINGS FL)
NJ
07/28/1999 - 09/04/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 12/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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