Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Wilson Carter is a registered investment advisor representative with Trust Advisory Group Ltd. and Stonex Advisors Inc. Jay has over 25 years of experience in the financial industry. Jay is licensed to provide investment advice in all 50 states and is also registered with the Financial Industry Regulatory Authority (FINRA). Jay specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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
AL
01/16/2025 - Present
Trust Advisory Group Ltd. (BIRMINGHAM AL)
AL
03/12/2002 - 05/08/2003
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
AL
11/12/1998 - 05/08/2003
STERNE AGEE CAPITAL MARKETS, INC. (BIRMINGHAM AL)
TX
06/06/1997 - 11/16/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
TX
06/27/1996 - 01/03/1997
FIMI SECURITIES, INC. (HOUSTON TX)
KS
11/15/1993 - 06/14/1994
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 08/30/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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