Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Eleanor Olson is a financial advisor with Heirloom Wealth Management LLC located in Greenwood Village, Colorado. Jamie has been a financial advisor since May 2022 and has been working in the financial services industry since July 2021. Prior to joining Heirloom Wealth Management LLC, Jamie was associated with LPL Financial LLC. Jamie holds the Series 7TO, Series 66, 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.
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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CO
02/17/2023 - Present
Heirloom Wealth Management LLC (GREENWOOD VILLAGE CO)
CO
05/11/2022 - 02/21/2023
LPL FINANCIAL LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 12/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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