Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Glenn Green is a financial professional with over 27 years of experience in the industry. Jay is currently registered as a Registered Representative with Ameriprise Financial Services, LLC in Pennsylvania and Texas. Prior to joining Ameriprise Financial Services, LLC, Jay was with IDS LIFE INSURANCE COMPANY in Minnesota from 1995 to 2006. Jay is a Chartered Financial Consultant and has passed the Series 7, Series 63, Series 66 and SIE exams. Jay is registered in 19 states and specializes in helping clients with a range of financial needs, including investment management, financial planning, pension consulting, and educational seminars.
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
PA
06/25/2018 - Present
Ameriprise Financial Services, LLC (LEBANON PA)
MN
04/24/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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