Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Allen Osborne is a financial advisor who has been in the industry since 2010. Jamie has a wide range of experience, having worked for several firms including Ameritas Investment Corp. and CCF Investments, Inc. Jamie is currently registered with LPL Financial LLC. Jamie holds Series 6, 63, and 65 licenses as well as the SIE exam. Jamie is a financial advisor who specializes in working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit sharing plans. Jamie is dedicated to helping clients reach their financial goals.
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
OH
06/27/2019 - Present
LPL Financial LLC (CINCINNATI OH)
OH
06/21/2017 - 07/09/2019
AMERITAS INVESTMENT CORP. (CINCINNATI OH)
OH
01/27/2012 - 06/21/2017
CCF INVESTMENTS, INC. (CINCINNATI OH)
OH
06/21/2010 - 12/21/2011
PFS INVESTMENTS INC. (MASON OH)
IA
Issued 08/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jamie Osborne is the right advisor for you? Invested Better is here to help.
