Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Elizabeth Mattson is a financial professional with over 25 years of experience in the industry. Jamie is currently registered with Empower Financial Services, Inc. and has previously worked with firms such as MML Distributors, LLC, Hartford Securities Distribution Company, Inc., Charles Schwab & Co., Inc. and Princor Financial Services Corporation. Jamie holds a Series 63, Series 7, Series 6 and SIE licenses and is registered in several states including California, Illinois, Indiana, Missouri, New Jersey, New York and Pennsylvania.
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.
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.
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WI
01/04/2021 - Present
Empower Financial Services, Inc. (Milwaukee WI)
MA
01/02/2013 - 01/04/2021
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
CT
06/21/2010 - 01/02/2013
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
IL
01/30/2007 - 01/25/2010
CHARLES SCHWAB & CO., INC. (CHICAGO IL)
TX
05/18/2000 - 12/20/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CT
07/25/1997 - 04/28/2000
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
IA
07/25/1995 - 06/27/1997
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 07/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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