Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Dee Courtney is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Jay has been in the financial industry since July 1999 and is currently registered in 45 states. Jay holds Series 6, 7, 63, and 65 licenses and the SIE exam. In addition to Northwestern Mutual Investment Services, LLC, Jay has previously worked at Robert W. Baird & Co. Incorporated. Jay also owns several businesses including Courtney Asel Meredith, LLC, Courtney Real Estate LLC, and Jay Courtney, 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.
Investment research; referrals to other advisers
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.
Referral fees
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2
TX
05/21/2014 - Present
Northwestern Mutual Investment Services, LLC (IRVING TX)
WI
07/23/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 05/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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