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Jamie L Andersen

Lincoln Financial Distributors, Inc.

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About Jamie L Andersen

Jamie Andersen is a financial advisor with over 18 years of experience in the financial services industry. Jamie has a Series 6, 7, 63, and 65 license and is registered in several states. Jamie is currently affiliated with Lincoln Financial Distributors, Inc. and has previously worked with Lincoln Financial Advisors Corporation, Nationwide Investment Services Corporation, Princor Financial Services Corporation, QA3 Financial Corp., and Charles Schwab & Co., Inc.

Firm Information

Jamie Andersen is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jamie Andersen’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

IN

02/10/2022 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

OH

02/06/2015 - 02/17/2022

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

NE

01/30/2014 - 11/06/2014

PRINCOR FINANCIAL SERVICES CORPORATION (OMAHA NE)

OH

09/28/2010 - 01/27/2014

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

NE

10/15/2008 - 09/24/2010

QA3 FINANCIAL CORP. (OMAHA NE)

NE

05/26/2005 - 08/26/2008

CHARLES SCHWAB & CO., INC. (OMAHA NE)

IL

06/29/2004 - 11/09/2004

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

IA

Issued 11/24/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/22/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2005

Series 7 - General Securities Representative Examination

BC

Issued 06/28/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jamie L Andersen.
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