Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tay? Claim Your ProfileTay Jacoby-fries is a financial advisor in Portland, OR with over 10 years of experience in the industry. Tay currently works at Wells Fargo Advisors Financial Network, LLC and has previously been registered with FSB Premier Wealth Management, Inc. and Wells Fargo Clearing Services, LLC. Tay holds Series 7, 9, 10, 24, 66 and SIE securities licenses. Tay specializes in working with individual investors, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and insurance companies.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
07/18/2024 - Present
Wells Fargo Advisors Financial Network, LLC (Portland OR)
OR
03/09/2015 - 07/18/2024
WELLS FARGO CLEARING SERVICES, LLC (PORTLAND OR)
IA
09/27/2013 - 11/25/2014
FSB PREMIER WEALTH MANAGEMENT, INC. (WATERLOO IA)
BOTH
Issued 01/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/05/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/28/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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