Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Thomas Stainsby is a financial professional with over 40 years of experience in the financial services industry. Jay is currently registered with Osaic Wealth, Inc., a financial advisory firm with offices in Scottsdale, Arizona. Prior to joining Osaic Wealth, Inc., Jay was employed by FSC Securities Corporation and Cetera Investment Services LLC. Jay holds a Series 7, 6, 24, 26 and 63 license. Jay is a Chartered Financial Consultant and specializes in providing financial planning, portfolio management and other financial services for individuals, businesses, pension plans, and charitable organizations.
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 05/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/15/1996
Series 24 - General Securities Principal Examination
BC
Issued 09/04/1981
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1995
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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