Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Hodges Taber has been providing financial advice for over 25 years and is currently registered with Osaic Wealth, Inc. as an investment advisor representative in Arkansas and Texas. Jamie has a strong background in the financial industry, with experience at several firms including Securities America, Inc., Summit Brokerage Services, Inc., and VSR Financial Services, Inc. Jamie specializes in providing financial and investment advice to individuals, businesses, and pension and profit-sharing plans. Jamie also provides insurance sales and notary public services.
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.
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.
1
2
AR
12/18/2024 - Present
Osaic Wealth, Inc. (RUSSELLVILLE AR)
AR
04/29/2019 - 06/14/2024
SECURITIES AMERICA, INC. (RUSSELLVILLE AR)
AR
09/01/2016 - 05/06/2019
SUMMIT BROKERAGE SERVICES, INC. (RUSSELLVILLE AR)
AR
01/18/2013 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (RUSSELLVILLE AR)
AR
12/07/1998 - 02/14/2013
LPL FINANCIAL LLC (CABOT AR)
IA
Issued 08/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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