Unclaimed
Jamie Kay Crnkovic is a financial advisor with LPL Financial LLC based in WILLOW PARK, TX. Jamie has been working in the financial industry since 2000. Jamie has licenses to sell securities in Missouri and Texas. Jamie previously worked at WADDELL & REED, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, and EDWARD JONES. In addition to the LPL Financial LLC, Jamie also has other business activities. Jamie has experience providing financial planning and investment services to individuals, businesses, corporations, charitable organizations and pension and profit sharing plans.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
07/21/2021 - Present
LPL Financial LLC (WILLOW PARK TX)
TX
11/18/2020 - 07/21/2021
WADDELL & REED (WILLOW PARK TX)
TX
01/12/2018 - 11/19/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WILLOW PARK TX)
TX
03/14/2008 - 01/17/2018
EDWARD JONES (BENBROOK TX)
TX
05/29/2007 - 12/18/2007
CITIGROUP GLOBAL MARKETS INC. (JACKSBORO TX)
TX
07/03/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (JACKSBORO TX)
TX
06/21/2000 - 06/20/2006
EDWARD JONES (JACKSBORO TX)
BOTH
Issued 03/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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