Jay Fitch works with Doug Smith to provide retirement, investment, insurance and financial planning strategies to individuals and businesses in the Charlotte area. Jay joined South State Investment Services from PNC Investments where he worked as an Investment Services Advisor. He has also worked as a Financial Professional for New York Life Insurance Company. Jay has his Series 7, 6, 63 and 65 securities registrations with LPL Financial as well as his Life and Health Insurance license.
Jay grew up in the Charlotte area and attended South Mecklenburg High School. He is a graduate of the University of North Carolina Wilmington where he studied in the Cameron School of Business. In his free time he enjoys golf and basketball and traveling with his wife.
Series 7, 6, 63 and 65 securities registrations with LPL Financial
Life and Health Insurance license
University of North Carolina Wilmington – Cameron School of Business
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**Products and services offered through LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. South State Bank and South State Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using South State Investment Services and may also be employees of South State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, South State Bank or South State Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value
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