Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Connor Dolan is a financial professional with over 5 years of experience in the financial services industry. Jay has a Series 63, Series 65 and Series 7 licenses. Jay is currently registered with Morningstar Investment Services LLC. Previously, Jay worked with LBMZ Securities, Inc. Jay Dolan focuses on providing financial advisory services for high-net-worth individuals, corporations, charitable organizations and pension and profit sharing plans.
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.
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.
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.
Aua
1
2
IL
03/04/2021 - Present
Morningstar Investment Services LLC (CHICAGO IL)
IL
08/20/2018 - 10/13/2020
LBMZ SECURITIES, INC. (CHICAGO IL)
BC
Issued 10/29/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/03/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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