Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Jamison is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Caldwell, ID. Amy has been in the financial services industry since 2007 and has a broad range of experience. Amy has held registrations with several firms in the past, including CETERA INVESTMENT SERVICES LLC, UMPQUA INVESTMENTS, INC., LPL FINANCIAL LLC, and FINTEGRA, LLC. Amy is licensed to provide financial advice in Arizona, California, Colorado, Florida, Idaho, Montana, Oregon, Texas, Utah, Washington, and Wyoming. Amy also holds several licenses, including Series 6, 7, 63 and 65. In addition to her role with Raymond James, Amy is also an Associate with Umpqua Bank. Amy is committed to 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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
ID
10/19/2023 - Present
Raymond James Financial Services Advisors, Inc. (Caldwell ID)
ID
01/04/2016 - 10/18/2023
CETERA INVESTMENT SERVICES LLC (NAMPA ID)
OR
09/08/2015 - 12/15/2015
UMPQUA INVESTMENTS, INC. (Ontario OR)
OR
05/17/2011 - 09/09/2015
LPL FINANCIAL LLC (ONTARIO OR)
ID
03/10/2008 - 05/20/2011
FINTEGRA, LLC (BOISE ID)
ID
01/31/2007 - 12/21/2007
EQUITRUST MARKETING SERVICES, LLC (CALDWELL ID)
IA
Issued 05/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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