Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Robert Leman is a financial advisor with Ameriprise Financial Services, LLC. Jay has been in the financial services industry since June 21, 1992. Jay is registered with the state of Illinois as a Registered Representative and an Investment Advisor Representative. Jay is also registered with the state of Texas as a Registered Representative. Jay holds the Series 63, Series 65, Series 7, and Series 24 licenses. Jay is also licensed to sell life insurance. Jay specializes in financial planning, portfolio management, and retirement planning. Jay has a proven track record of success in helping clients 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.
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
IL
10/24/2017 - Present
Ameriprise Financial Services, LLC (CRYSTAL LAKE IL)
MN
06/22/1992 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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