Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy Haya is a financial advisor with over 17 years of experience in the financial services industry. Roy is a Managing Director and Head of Derivative Solutions at Fort Point Capital Partners LLC, where he has been since 2019. Prior to that, he was a financial advisor at Twenty-First Securities Corporation and Oppenheimer & Co., Inc. Roy specializes in portfolio management for individuals, pooled investment vehicles, and other investment advisors. He is also experienced in financial planning and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
11/15/2022 - Present
Fort Point Capital Partners LLC (SAN FRANCISCO CA)
NY
02/23/2006 - 04/16/2019
TWENTY-FIRST SECURITIES CORPORATION (NEW YORK NY)
NY
04/16/1996 - 05/23/1996
OPPENHEIMER & CO., INC. (NEW YORK NY)
IA
Issued 08/05/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2012
Series 24 - General Securities Principal Examination
BC
Issued 03/12/2006
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/18/2006
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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