Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Trousdale is a financial professional with a focus on providing comprehensive financial planning and portfolio management services to individuals, businesses, and retirement plans. Jay is registered with Cetera Investment Advisers LLC, where they offer a wide range of investment advisory services, including retirement planning, college savings, and estate planning. Prior to joining Cetera Investment Advisers LLC, Jay worked as a Financial Advisor at VALIC Financial Advisors, INC. With experience in the financial services industry, Jay is committed to providing their clients with personalized guidance and tailored solutions to meet their individual 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.
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.
1
2
AL
03/21/2024 - Present
Cetera Investment Advisers LLC (Birmingham AL)
AL
10/17/2022 - 06/29/2023
VALIC FINANCIAL ADVISORS, INC. (BIRMINGHAM AL)
BOTH
Issued 12/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 9/6/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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