Unclaimed
Jameson K. Stady is a financial advisor with Oxford Financial Group, Ltd.. Jameson has a strong background in the financial industry, having worked for several firms before joining Oxford. Jameson is a Certified Financial Planner, and has Series 7, Series 63, and Series 66 licenses. Jameson specializes in providing financial planning, pension consulting, and selection of other advisors. Jameson also provides portfolio management services for individuals, businesses and pooled investment vehicles.
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.
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
IN
06/24/2024 - Present
Oxford Financial Group, Ltd. (CARMEL IN)
GA
11/06/2020 - 03/25/2021
E*TRADE SECURITIES LLC (ALPHARETTA GA)
TN
08/16/2016 - 11/06/2020
CHARLES SCHWAB & CO., INC. (Knoxville TN)
BOTH
Issued 10/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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