Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie J Kuno is a financial advisor who has been in the industry since 2006. Jamie is currently registered with Ameriprise Financial Services, LLC and has been with them since 2014. Jamie is also registered with the state of Minnesota. Jamie has a wide range of experience in the financial industry. Jamie holds the Series 3, 7, 10, 24, 31 and 66 licenses as well as the SIE exam certification. Jamie has experience working with individuals, high-net-worth individuals, corporations, trusts, estates, pension plans, and charitable organizations. Jamie is committed to providing their clients with the best possible financial advice.
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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2
MN
08/04/2014 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
MN
05/27/2020 - 06/16/2023
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
SD
11/30/2009 - 04/15/2014
UBS FINANCIAL SERVICES INC. (SIOUX FALLS SD)
SD
08/12/2006 - 11/06/2009
UBS FINANCIAL SERVICES INC. (SIOUX FALLS SD)
SD
10/05/2005 - 08/12/2006
PIPER JAFFRAY & CO. (SIOUX FALLS SD)
BOTH
Issued 10/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2018
Series 24 - General Securities Principal Examination
BC
Issued 11/17/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/28/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2008
Series 3 - National Commodity Futures Examination
BC
Issued 11/30/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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