Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Fay is a registered investment advisor representative. He is currently employed by Cetera Investment Advisers LLC. Prior to this role, Joseph Fay was employed by SECURIAN FINANCIAL SERVICES, INC.. Joseph Fay is registered with the state of New Jersey as an investment advisor representative. His experience in the securities industry started on December 9, 2013. He has passed the following exams: Uniform Combined State Law Examination, Securities Industry Essentials Examination, and General Securities Representative Examination. Joseph Fay offers a variety of advisory services including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. He works primarily with high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.
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.
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.
1
2
NJ
08/10/2023 - Present
Cetera Investment Advisers LLC (MANASQUAN NJ)
NJ
12/10/2013 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Manasquan NJ)
BOTH
Issued 06/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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