Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Kent Young is a financial advisor registered with Osaic Wealth, Inc. Jamie has been in the financial services industry since 1986. Jamie has a wide range of experience in the financial industry, including experience with Woodbury Financial Services, Inc., Ausdal Financial Partners, Inc., and Workman Securities Corporation. Jamie is registered with the Securities and Exchange Commission (SEC) and holds the Series 63, Series 66, and Series 7 licenses. Jamie also holds the SIE designation. Jamie is a registered representative with Osaic Wealth, Inc. and provides investment advice and planning to clients.
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.
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2
WI
01/19/2024 - Present
Osaic Wealth, Inc. (PLEASANT PRAIRIE WI)
WI
11/02/2015 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (PLEASANT PRAIRIE WI)
WI
04/29/2011 - 11/03/2015
AUSDAL FINANCIAL PARTNERS, INC. (Pleasant Prairie WI)
WI
11/05/1993 - 05/03/2011
WORKMAN SECURITIES CORPORATION (KENOSHA WI)
OH
12/15/1992 - 11/05/1993
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
WI
12/06/1989 - 12/15/1992
COORDINATED CAPITAL SECURITIES, INC. (FORT ATKINSON WI)
NA
03/16/1989 - 12/13/1989
LINSCO FINANCIAL GROUP, INC.
NJ
02/25/1987 - 09/26/1988
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
07/24/1985 - 11/24/1986
LINSCO FINANCIAL GROUP, INC.
BOTH
Issued 10/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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