Unclaimed
Jamie Alan Wilbers is an investment advisor representative with Creativeone Securities, LLC. Jamie is registered to provide investment advice in Colorado, Iowa, and Missouri. Jamie is a registered representative (Series 7 and Series 66) and has been in the industry since October 2014. Jamie specializes in providing financial planning and portfolio management services to individuals and businesses. Jamie is also a licensed insurance agent with Acrisure Wallstreet Partners LLC. Jamie has been employed by Creativeone Securities, LLC in Jefferson City, Missouri since July 2014.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
11/18/2014 - Present
Creativeone Securities, LLC (Overland Park KS)
BOTH
Issued 11/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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