Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Alworden is a financial advisor with over 9 years of experience in the financial services industry. Jamie is a Registered Representative and Investment Advisor Representative. Jamie is currently registered with M Holdings Securities, Inc. and M Financial Asset Management, Inc. Jamie has previously worked with Charles Schwab & Co., Inc., TD Ameritrade, Inc., Genaeos Wealth Management, Inc. and WFG Investments, Inc. Jamie holds the Series 66, Series 63, Series 65, Series 7 and SIE licenses.
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.
A percentage of the total value of assets under management is charged.
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2
TX
05/07/2024 - Present
M Holdings Securities, Inc. (Dallas TX)
TX
11/18/2022 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
08/27/2018 - 12/20/2023
TD AMERITRADE, INC. (Westlake TX)
MI
09/13/2017 - 07/02/2018
GENEOS WEALTH MANAGEMENT, INC. (Williamston MI)
MI
03/03/2016 - 09/15/2017
WFG INVESTMENTS, INC. (WILLIAMSTON MI)
BOTH
Issued 05/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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