Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Windsor Pickett is a financial advisor with over 28 years of experience in the financial services industry. Jay is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since September 2012. Jay also previously worked at Deutsche Bank Securities Inc, Citigroup Global Markets Inc, The Robinson-Humphrey Company, LLC and The Prudential Insurance Company of America. Jay is a Series 6, 7, 31, 63, and 65 licensed professional. Jay is a specialist in portfolio management for individuals, businesses, and institutional clients and has been involved in financial planning and pension consulting since 1995.
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.
Investment consulting services to institutional clients
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.
1
2
GA
09/21/2012 - Present
Wells Fargo Clearing Services, LLC (ALPHARETTA GA)
GA
09/15/2006 - 10/02/2012
DEUTSCHE BANK SECURITIES INC. (ATLANTA GA)
GA
01/24/2001 - 09/25/2006
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
GA
04/05/1995 - 02/13/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NJ
03/15/1990 - 08/02/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/15/1990 - 08/02/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 04/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 04/03/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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