Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Chamay Ince santikham is a financial advisor with Ameriprise Financial Services, LLC, based in Stockton, California. Jamie has over 20 years of experience in the financial services industry and holds a Series 7, Series 66, and SIE license. Jamie offers a variety of financial services including portfolio management for individuals and businesses, asset allocation services, financial planning, pension consulting, and educational seminars.
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.
Asset allocation 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.
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2
CA
05/06/2022 - Present
Ameriprise Financial Services, LLC (STOCKTON CA)
CA
01/03/2011 - 05/12/2022
WELLS FARGO CLEARING SERVICES, LLC (STOCKTON CA)
CA
06/30/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (STOCKTON CA)
CA
12/20/2002 - 07/07/2010
BANCWEST INVESTMENT SERVICES, INC. (LODI CA)
NJ
09/21/2001 - 12/20/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 10/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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