Jay Slade (CRD# 2191979) is an Investment Advisor Representative working at Flagstar Advisors, Inc. in Brooklyn, NY and has over 30 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Flagstar Advisors/flagstar Bank | Brooklyn, NY | Apr 2023 - Current | 1 |
| Signature Securities Group Corp./signature Bank | Brooklyn, NY | Jan 2017 - Apr 2023 | 6 |
| Hsbc Bank Usa, N.a. | New York, NY | Aug 2016 - Dec 2016 | < 1 |
| Hsbc Securities (usa) Inc. | New York, NY | Apr 2013 - Jul 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1994 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
- NY
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Total Assets Under Management967MILLIONS
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Total Number of Accounts1,588ACCOUNTS
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Average Account Value$608,723
- A percentage of assets under your management
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