Jay Mulligan
Jay Mulligan, LLC
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $50,000
Minimum client income required: No minimum required
Title: Financial Advisor
Offering advice since: 1994
Areas of expertise:
- Annuities
- Charitable and Planned Giving
- Educational Planning
- Estate Planning/Wills
- Life Planning
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
Further information about Jay Mulligan:
Jay is the Founder and Managing Partner of Jay Mulligan, LLC.
Jay Mulligan has earned the prestigious CERTIFIED FINANCIAL PLANNER (CFP) certification from the Certified Financial Planner Board of Standards, Denver, CO, and has been working with individuals and small businesses for more than a decade.
Jay has also been accepted as a non-public Arbitrator with the Financial Industry Regulatory Authority (FINRA). Arbitrators are people from all walks of life and all parts of the country. After being trained and approved, they serve as arbitrators when selected to hear a case.
Compensation and Fee Structures:
Not specified
Licenses, Certifications & Affiliations:
Investment Advisory Representative offering securities and investment advice through FSC SECURITIES CORPORATION, a registered broker-dealer, member FINRA, SIPC and a registered investment advisor.
Jay Mulligan, LLC is not affiliated with FSC.
Education:
University of Missouri-Kansas City
CFP Certification, 2000 - 2000
University of Nebraska-Lincoln
BA, 1983 - 1987
Will provide references upon request?
Yes
Contact Information for Jay Mulligan
Phone: (913) 894-4401
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Fax: (913) 894-4497
Address for Jay Mulligan:
9200 Indian Creek Parkway
Suite 140
Overland Park, KS, 66210
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