Unclaimed
Jamey Buckner is a registered representative and investment advisor representative. Jamey has been in the industry since October 2017 and is currently employed at SPC, headquartered in Ann Arbor, Michigan. Jamey has worked as a principal at Trillium Academy, and has also had other business interests in the area. Jamey is a registered professional in Michigan, California, Connecticut, Florida, Georgia, Illinois, Indiana, North Carolina, Ohio and Wyoming. Jamey offers a variety of services including financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisers.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
09/21/2018 - Present
SPC (ANN ARBOR MI)
BOTH
Issued 07/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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