Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Steven Weinberger is a financial professional with over 20 years of experience in the industry. Jay is currently registered with Houlihan Lokey Capital, Inc. and is located in the New York, NY office. Prior to this, Jay was a registered representative at W. Quillen Securities and Kellogg Capital Group LLC. Jay is a Series 7, 24, 55, 63, 79TO and SIE licensed financial professional.
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.
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.
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2
NY
01/02/2008 - Present
Houlihan Lokey Capital, Inc. (NEW YORK NY)
NY
04/23/2007 - 06/14/2007
W. QUILLEN SECURITIES (NEW YORK NY)
NY
02/26/2002 - 03/30/2005
KELLOGG CAPITAL GROUP LLC (NEW YORK NY)
TX
08/21/2000 - 09/28/2001
FLEET SECURITIES, INC. (DALLAS TX)
BC
Issued 02/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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