Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Woojae Kang is a financial advisor in Ambler, Pennsylvania. Jay has been in the industry since March 2, 2000. Currently, Jay is registered with Avantax Advisory Services. Jay also has prior registration experience with FSC Securities Corporation and Pruco Securities, LLC. Jay is licensed in Delaware, New Jersey, North Carolina and Pennsylvania.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
PA
07/13/2015 - Present
Avantax Advisory Services (Ambler PA)
PA
01/18/2012 - 07/15/2015
FSC SECURITIES CORPORATION (PHILADELPHIA PA)
PA
03/09/1998 - 01/22/2010
PRUCO SECURITIES, LLC. (PHILADELPHIA PA)
IA
Issued 06/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jay Kang is the right advisor for you? Invested Better is here to help.
