Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Porter is a financial advisor with Northwestern Mutual Investment Services, LLC. Jay has been in the industry since 2015 and is licensed in Iowa and Wisconsin. Jay holds the Series 6, 7, and 63 licenses as well as the SIE. Jay has a proven track record of providing financial advice to individuals and families in the Ames, IA area and now works with clients in Milwaukee, WI.
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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WI
01/26/2021 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
IA
05/22/2015 - 07/24/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Ames IA)
BC
Issued 06/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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