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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Williams is a Registered Investment Advisor Representative with Ellenbecker Investment Group, which is located in Waukesha, WI. Jamie has been working in the financial services industry since 2011. Jamie is registered with the state of Wisconsin. Jamie has passed the Series 6, Series 7, Series 63, and Series 66 exams.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Corporate education and speaking engagements
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2
WI
08/29/2019 - Present
Ellenbecker Investment Group (WAUKESHA WI)
WI
01/25/2017 - 08/22/2019
WELLS FARGO CLEARING SERVICES, LLC (MILWAUKEE WI)
WI
08/24/2015 - 01/25/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAUKESHA WI)
WI
06/10/2015 - 07/15/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Elm Grove WI)
WI
03/21/2011 - 10/23/2014
U.S. BANCORP INVESTMENTS, INC. (BROOKFIELD WI)
BOTH
Issued 11/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/18/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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