Joseph FayCRD Number: 7125577
Current Firm: Securian Financial Services, Inc.
Joseph Fay (CRD# 7125577) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Manasquan, NJ and has 1 year of experience in the finance industry.
Prudential Financial Planning Services
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ameriprise Financial Services, LLC
|Securian Financial Services||Saint Paul, MN||Jun 2021 - Current||< 1|
|Minnesota Life Insurance Company||Saint Paul, MN||Jun 2021 - Current||< 1|
|Allied Wealth Partners||Manasquan, NJ||Jun 2021 - Current||< 1|
|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|
|Wall Intermediate School||Wall, NJ||Jan 2011 - Sep 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management22,211MILLIONS
Total Number of Accounts66,500ACCOUNTS
Average Account Value$334,000
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.