Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Bennett is a financial advisor with LPL Financial LLC. Jamie has been working in the financial industry since 2005, and has a variety of experience working with various firms, including Waddell & Reed. Jamie is currently registered with the state of Utah and Texas. Jamie is available to assist individuals, families, and businesses with their financial planning needs.
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
UT
07/21/2021 - Present
LPL Financial LLC (SALT LAKE CITY UT)
UT
11/03/2011 - 07/21/2021
WADDELL & REED (SALT LAKE CITY UT)
UT
03/01/2007 - 10/05/2010
WADDELL & REED, INC. (SALT LAKE CITY UT)
UT
06/09/2005 - 01/04/2007
WADDELL & REED, INC. (SALT LAKE CITY UT)
IA
Issued 04/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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