Unclaimed
Jamie Kim Stenger is a registered investment advisor representative with Principal Asset Management. Jamie has been in the financial services industry since September 4, 1991. Jamie has passed several exams, including the Series 65, 53, 24, 52TO, SIE, and 7. Jamie has been registered with the state of Iowa since November 10, 2021, and is currently employed at Principal Asset Management. Jamie is also an access/supervised person of Principal Global Investors, LLC and will perform certain functions for Principal Global Investors, Inc and its affiliates.
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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
1
2
IA
11/10/2021 - Present
Principal Asset Management (Des Moines IA)
IA
09/05/1991 - 12/01/2021
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/25/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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