Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaimie? Claim Your ProfileJaimie Lynnette Morrison is a financial advisor with LPL Financial LLC. Jaimie has been working in the financial industry since December 9, 2007 and has been registered with LPL Financial LLC since April 14, 2022. Jaimie is also registered with the state of Texas as an Investment Advisor Representative. Prior to joining LPL Financial LLC, Jaimie worked for WELLS FARGO CLEARING SERVICES, LLC and MORGAN STANLEY SMITH BARNEY. Jaimie holds Series 66, Series 7 and SIE licenses. Jaimie is based in Lees Summit, MO.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
04/14/2022 - Present
LPL Financial LLC (LEES SUMMIT MO)
MO
01/07/2010 - 04/18/2022
WELLS FARGO CLEARING SERVICES, LLC (LEES SUMMIT MO)
KS
06/01/2009 - 01/20/2010
MORGAN STANLEY SMITH BARNEY (OVERLAND PARK KS)
KS
12/10/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LEAWOOD KS)
BOTH
Issued 05/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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