Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay McGirt is a financial professional with over 20 years of experience in the industry. Jay has a broad range of experience having worked for Truist Securities, Inc., Cantor Fitzgerald & Co., and Residential Funding Securities Corporation. Jay holds the Series 7, Series 63, Series 52TO and SIE licenses. Jay is currently registered with BOK Financial Securities, Inc. and offers financial planning, portfolio management for businesses and individuals, and other advisory services.
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.
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.
Furnishes advice about securities in any manner not described above.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TN
08/01/2023 - Present
BOK Financial Securities, Inc. (Memphis TN)
TN
02/06/2012 - 05/30/2023
TRUIST SECURITIES, INC. (MEMPHIS TN)
NC
04/21/2004 - 05/12/2010
CANTOR FITZGERALD & CO. (CHARLOTTE NC)
MI
01/30/2003 - 04/12/2004
RESIDENTIAL FUNDING SECURITIES CORPORATION (DETROIT MI)
BC
Issued 02/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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