Unclaimed
Jay Thomas Shearon is a financial advisor with Lincoln Financial Distributors, Inc. Jay has been in the financial services industry since 2002 and holds the Series 7, Series 63 and SIE licenses. Jay's past experience includes roles at Morgan Stanley and Citigroup Global Markets Inc. The advisor is currently registered with the state of Pennsylvania.
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.
1
2
PA
03/08/2016 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
NY
06/01/2009 - 09/15/2015
MORGAN STANLEY (PURCHASE NY)
NY
02/08/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
12/01/2005 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 10/10/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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