Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Perin Deane is an active advisor in the state of Maine and is registered with Ameriprise Financial Services, LLC. Jay Perin Deane has been in the industry since 1994. Jay Perin Deane's registrations include Series 7, Series 63, and Series 66. Jay Perin Deane specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses. Jay Perin Deane also provides other advisory services, such as asset allocation services, pension consulting, educational seminars, publication of periodicals, and selection of other advisers. Jay Perin Deane has also been previously employed by IDS LIFE INSURANCE COMPANY.
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
ME
12/18/2002 - Present
Ameriprise Financial Services, LLC (BANGOR ME)
MN
10/18/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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