Unclaimed
Joseph Glenn Fay is a registered representative and investment advisor representative with Cetera Investment Advisers LLC. Joseph has been in the financial services industry since 2013. He is registered to provide investment advice and sell securities in 11 states, including New Jersey, Texas, California, Connecticut, Florida, Maryland, New York, Pennsylvania, Virginia. Joseph is a Series 66, Series 7, and SIE licensed representative. In addition to working at Cetera Investment Advisers LLC, Joseph has a referral relationship with CG MONETA CONSULTING where he refers possible clients for consulting medical billing services.
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.
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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 6/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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