Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Jamieson is a financial advisor who has been in the industry since 1974. Edward is currently registered with M Holdings Securities, Inc., and has held previous positions at Mutual Service Corporation, Integrated Resources Equity Corporation, Lowry Financial Services Corporation, CIGNA Securities, Inc., Pacific Equity Sales Company, MONY Sales, Inc., and The Mutual Life Insurance Company of New York. Edward is registered in 21 states and is licensed in both Illinois and California.
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.
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2
IL
03/30/2001 - Present
M Holdings Securities, Inc. (NORTHFIELD IL)
MA
06/25/1986 - 04/04/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
04/05/1984 - 06/27/1986
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/29/1983 - 01/27/1984
LOWRY FINANCIAL SERVICES CORPORATION
NA
11/15/1981 - 10/12/1982
CIGNA SECURITIES, INC.
NA
05/28/1976 - 07/09/1981
PACIFIC EQUITY SALES COMPANY
NA
01/23/1974 - 05/16/1976
MONY SALES, INC.
NA
01/23/1974 - 05/16/1976
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
BC
Issued 11/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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