Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Madeline? Claim Your ProfileMadeline Kay Jay is a financial advisor with over 30 years of experience in the industry. Madeline is currently registered with Cetera Investment Advisers LLC and previously worked with VOYA FINANCIAL ADVISORS, INC., LOCUST STREET SECURITIES, INC. and EQ FINANCIAL CONSULTANTS, INC. Madeline specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Madeline is a Chartered Financial Consultant and holds Series 6, 22, 63 and 65 licenses.
BERKELEY, CA
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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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (BERKELEY CA)
CA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (BERKELEY CA)
IA
02/18/1998 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
11/06/1984 - 02/17/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
11/06/1984 - 02/17/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 3/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/27/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/5/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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