Joseph Fay (CRD# 7125577) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Manasquan, NJ and has over 2 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
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Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | Manasquan, NJ | Aug 2023 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Aug 2023 - Current | < 1 |
| Allied Wealth Partners | Manasquan, NJ | Jun 2021 - Current | 2 |
| Securian Financial Services | Saint Paul, MN | Jun 2021 - Aug 2023 | 2 |
| Minnesota Life Insurance Company | Saint Paul, MN | Jun 2021 - Aug 2023 | 2 |
| Jersey Mike's/ Bcm Subs LLC | Manasquan, NJ | Sep 2014 - Jan 2022 | 7 |
| Allied Wealth Partners | Manasquan, NJ | Mar 2020 - Jun 2021 | 1 |
| Monmouth University | West Long Branch, NJ | Sep 2016 - May 2021 | 4 |
| Mid Atlantic Resource Group | Wall, NJ | Jun 2019 - Aug 2019 | < 1 |
| Wall High School | Wall, NJ | Sep 2012 - Jun 2016 | 3 |
| Manasquan Beach Department | Manasquan, NJ | Jul 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- NJ
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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