Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Duane Champlain is a financial advisor registered with Golden State Wealth Management, LLC and LPL Financial, LLC. Jay has been in the industry since 1982 and has a strong background in financial planning and investment management. Jay holds several professional designations including Certified Financial Planner. Jay's specializations include Retirement Planning, College Savings Planning, Estate Planning, and Insurance Planning. Jay is committed to providing personalized financial advice to help individuals and families achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Financial planning fee
1
2
CA
03/13/2017 - Present
Golden State Wealth Management, LLC (Santa Monica CA)
CA
01/10/1983 - 11/25/2016
AMERIPRISE FINANCIAL SERVICES, INC. (LOS ANGELES CA)
MN
03/23/1983 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
04/06/1992 - 12/31/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
NA
07/10/1986 - 12/24/1986
IDS SECURITIES CORP.
NA
01/10/1983 - 12/24/1986
IDS FINANCIAL SERVICES INC.
NA
07/21/1982 - 10/08/1983
BORDEN SECURITIES COMPANY
IA
Issued 06/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/20/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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