Unclaimed
Jamie Kerchief Wilson is a financial advisor at First Command Advisory Services. Jamie Wilson has been in the industry since 2020, and holds Series 7TO, SIE and Series 66 licenses. Jamie Wilson is also a registered Investment Advisor in Alabama, Georgia, Indiana, Kentucky, Ohio, and Virginia. Jamie Wilson has experience with clients including high net worth individuals, individuals other than high net worth, charitable organizations, corporations or other businesses and pension and profit-sharing plans. Jamie Wilson is committed to providing clients with comprehensive financial planning services, including portfolio management.
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.
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
TX
06/13/2022 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 10/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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