Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Douglas Lotterer is a financial advisor registered with Ameriprise Financial Services, LLC. Jay has been in the industry since August 5, 2001 and has worked at Ameriprise Financial Services, LLC since January 2015. Jay previously worked at Edward Jones, Robert Thomas Securities, Inc., MML Investors Services, Inc., and Dean Witter Reynolds Inc. Jay is licensed to provide investment advice in several states including Kansas, Oklahoma and Texas. Jay is also a registered Investment Advisor Representative in Kansas, Oklahoma and Texas. Jay's professional designations include Series 7 and Series 66. Jay specializes in providing investment advice to individuals, businesses, corporations, charitable organizations, trusts, and estates. Jay provides financial planning, portfolio management, asset allocation, and educational seminars. In addition to working for Ameriprise Financial Services, LLC, Jay also owns and operates Jay Bird, Inc. which provides administrative services for his franchise.
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.
1
2
KS
01/26/2015 - Present
Ameriprise Financial Services, LLC (Pittsburg KS)
KS
11/14/2006 - 01/26/2015
EDWARD JONES (PITTSBURG KS)
FL
10/03/1992 - 10/23/1996
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MA
06/10/1991 - 12/18/1991
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
08/02/1990 - 04/10/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 11/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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