Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Xavier Hitselberger is a financial advisor with over 7 years of experience in the industry. Jay has a strong background in financial planning, portfolio management, and insurance. Jay has a proven track record of success in helping clients achieve their financial goals. Jay is registered to provide investment advice in 26 states and has a Series 7, Series 66, and SIE license. Jay is a Certified Financial Planner (CFP) and is committed to providing clients with the highest level of service. Jay is currently employed with Raymond James & Associates, Inc., but has previously worked with Thrivent Investment Management Inc., LPL Financial LLC, and Purshe Kaplan Sterling Investments.
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.
Please see note in schedule d - miscellaneous
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
NC
05/17/2022 - Present
Raymond James & Associates, Inc. (Charlotte NC)
IL
10/08/2020 - 11/17/2020
PURSHE KAPLAN STERLING INVESTMENTS (Naperville IL)
IL
04/30/2018 - 09/23/2020
THRIVENT INVESTMENT MANAGEMENT INC. (Naperville IL)
SC
12/19/2016 - 04/20/2018
LPL FINANCIAL LLC (FORT MILL SC)
BOTH
Issued 02/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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