Unclaimed
Jamie Feik is a financial advisor with over 6 years of experience in the financial services industry. Jamie is registered with Wells Fargo Advisors Financial Network, LLC. Jamie holds Series 7, 9, 10 and 66 licenses and is registered in 33 states. Prior to joining Wells Fargo Advisors Financial Network, LLC, Jamie was with WELLS FARGO CLEARING SERVICES, LLC. Jamie specializes in providing investment advisory services to individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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
WY
07/06/2018 - Present
Wells Fargo Advisors Financial Network, LLC (JACKSON HOLE WY)
WY
02/09/2016 - 07/06/2018
WELLS FARGO CLEARING SERVICES, LLC (JACKSON HOLE WY)
BOTH
Issued 03/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/26/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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