Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Stainsby is an investment advisor representative with Osaic Wealth, Inc. based in Scottsdale, AZ. Jay has been in the financial services industry since 1982. Jay has a broad range of experience, having previously worked at FSC Securities Corporation, Cetera Investment Services LLC, and Foresters Financial Services, Inc.
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.
Guidance on pension options to ensure a secure financial future.
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.
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2
AZ
11/03/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
07/26/2023 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
06/20/2019 - 04/07/2022
CETERA INVESTMENT SERVICES LLC (ST CLOUD MN)
NY
10/14/1980 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (CHEEKTOWAGA NY)
BC
Issued 5/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 5/15/1996
Series 24 - General Securities Principal Examination
BC
Issued 9/4/1981
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/20/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/10/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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