Unclaimed
Joseph Glenn Fay is an Investment Advisor Representative with Cetera Investment Advisers LLC. Joseph has been in the financial industry since 2021. Joseph holds Series 66 and Series 7TO securities licenses and is registered in 8 states. Joseph is affiliated with Cetera Investment Advisers LLC, which has been in business since 1985. Joseph and Cetera Investment Advisers LLC provide financial planning, pension consulting, educational seminars and portfolio management for individuals and 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.
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2
NJ
08/10/2023 - Present
Cetera Investment Advisers LLC (MANASQUAN NJ)
NJ
08/09/2021 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Manasquan NJ)
BOTH
Issued 12/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/7/2021
Series 7TO - General Securities Representative Examination
BC
Issued 6/4/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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