Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jameson? Claim Your ProfileJameson Klein is a financial advisor registered with Stifel, Nicolaus & Company, Inc. and LPL Enterprise, LLC. Jameson is a Series 7, Series 63, Series 66, Series 3, Series 34, Series 9, Series 10 and SIE licensed professional. Jameson works in the St. Louis, MO and Swansea, IL areas. Jameson has been in the securities industry since 2017.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
02/19/2025 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
10/18/2017 - 01/11/2024
TD AMERITRADE, INC. (ST. LOUIS MO)
BOTH
Issued 02/17/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/09/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/10/2019
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 09/17/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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