Unclaimed
Jamie Douglas Gibson is a financial advisor with Raymond James Financial Services Advisors, Inc. Jamie has been in the financial services industry since 1996. Jamie holds the Series 6, 7, 9, 10, 26, 63 and 65 licenses and is also a Certified Financial Planner. Jamie has experience working with individuals, businesses, corporations, and retirement plans. Jamie has a strong focus on financial planning, portfolio management, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
04/19/2018 - Present
Raymond James Financial Services Advisors, Inc. (TROY MI)
MI
09/25/2001 - 04/05/2016
CETERA ADVISOR NETWORKS LLC (AUBURN HILLS MI)
CA
05/13/1999 - 09/24/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
GA
08/16/1996 - 05/26/1999
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 11/8/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/13/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 5/12/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/25/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 8/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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