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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Gay is a financial advisor with Raymond James Financial Services Advisors, Inc. Jeffrey has been in the industry since 1984 and is currently registered as a registered representative (RR) and investment adviser representative (IAR) in Pennsylvania and Texas. Jeffrey holds the Series 6, 7, 22, 24, 51, 63, and 65 securities licenses. Jeffrey also holds the SIE exam. Jeffrey's specialties include financial planning, portfolio management for individuals and businesses, and pension consulting. Jeffrey is a Certified Financial Planner™.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
05/11/2015 - Present
Raymond James Financial Services Advisors, Inc. (YORK PA)
FL
01/04/1993 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
GA
04/26/1991 - 12/31/1992
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
MN
01/23/1984 - 05/07/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/23/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC. (MINNEAPOLIS MN)
IA
Issued 05/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/27/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 01/04/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/20/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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