Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Green is a financial advisor with Ameriprise Financial Services, LLC, a firm with over 100 years of experience in the financial services industry. Ameriprise Financial Services, LLC provides a wide range of financial products and services to individuals and businesses, including financial planning, investment management, and retirement planning. Jamie is dedicated to helping clients achieve their financial goals and is committed to providing them with personalized advice and service. Prior to joining Ameriprise Financial Services, LLC, Jamie was a registered representative with J.P. Morgan Securities LLC. Jamie has a broad range of expertise, including investments, insurance, and retirement planning. Jamie holds the Series 6, Series 7, 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.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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FL
04/12/2024 - Present
Ameriprise Financial Services, LLC (Jacksonville FL)
FL
02/15/2023 - 04/10/2024
J.P. MORGAN SECURITIES LLC (Jacksonville FL)
BC
Issued 07/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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