Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Lancaster is a financial advisor at MML Investors Services, LLC. Jay Lancaster has been a registered representative since 2014 and an investment advisor representative since 2019. Jay Lancaster is licensed in several states including California, Florida, North Carolina, Oklahoma, Texas, and Utah. Jay Lancaster has experience in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Jay Lancaster is also a registered representative of Northwestern Mutual Investment Services, LLC and has worked with them since 2014. Jay Lancaster has experience in life insurance and health insurance as well.
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 programs
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.
Solicitors fees
1
2
TX
08/02/2019 - Present
MML Investors Services, LLC (Denton TX)
TX
11/13/2014 - 05/03/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FRISCO TX)
IA
Issued 07/21/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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