Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Allen Dobbs is a financial advisor with Ameriprise Financial Services, LLC, based in EDINA, MN. Jay has over 30 years of experience in the financial services industry. Jay holds FINRA Series 7 and Series 63 licenses, as well as the SIE and Series 65 licenses. Jay offers a variety of services including financial planning, portfolio management for individuals and businesses, educational seminars, and asset allocation services. Jay has previously worked at Ameriprise Advisor Services, Inc., Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., Robert W. Baird & Co. Incorporated and Northwestern Mutual Investment Services, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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2
MN
04/22/2010 - Present
Ameriprise Financial Services, LLC (EDINA MN)
MN
12/11/2008 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (EDEN PRAIRIE MN)
MN
01/01/2008 - 12/19/2008
WACHOVIA SECURITIES, LLC (MINNEAPOLIS MN)
MN
05/28/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MINNEAPOLIS MN)
WI
09/24/1987 - 06/07/2004
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
01/02/2002 - 09/13/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 12/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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