Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Peek is an investment advisor representative associated with Charles Schwab Investment Management, Inc. Jamie is registered with the state of Florida. Jamie has been working in the financial services industry since January 2012. Jamie is currently employed with Charles Schwab Investment Management, Inc. Jamie has passed the Series 65 exam and is licensed to provide investment advisory services to a variety of clients including individuals, corporations, and investment companies. The firm provides investment advisory services, including portfolio management for individuals, businesses, pooled investment vehicles and investment companies.
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.
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.
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.
Costs
1
2
FL
07/09/2020 - Present
Charles Schwab Investment Management, Inc. (Naples FL)
IA
Issued 10/04/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Jamie Peek is the right advisor for you? Invested Better is here to help.
