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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Jay is a financial advisor with Ameriprise Financial Services, LLC. Kathryn has over 17 years of experience in the financial services industry. Kathryn is licensed to provide investment advice in Michigan, Texas, and other states. She is also registered with the Securities and Exchange Commission (SEC) and FINRA. Kathryn specializes in financial planning, portfolio management, and retirement planning. Kathryn can assist clients with a variety of financial needs, including retirement planning, investment management, college savings, and estate planning. She is committed to providing her clients with personalized financial advice and guidance.
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
MI
05/26/2020 - Present
Ameriprise Financial Services, LLC (Farmington Hills MI)
IL
05/05/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (ST. CHARLES IL)
IL
01/01/2008 - 05/01/2009
WACHOVIA SECURITIES, LLC (ST. CHARLES IL)
IL
12/15/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. CHARLES IL)
BOTH
Issued 06/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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