Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Lawrence Wing is a registered investment advisor representative with Gradient Securities, LLC. Jamie has been in the securities industry since December 13, 1993, and has experience providing financial planning services and portfolio management for individuals. Jamie has also provided advisory services for pension plans and corporations. Gradient Securities, LLC is an investment advisory firm based in Arden Hills, Minnesota. Gradient Securities, LLC provides a wide range of investment advisory services, including financial planning, portfolio management, and selection of other advisers. The firm has a total of 475,170,843 in regulatory assets under 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial 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.
Solicitor fees
1
2
MI
06/29/2021 - Present
Gradient Securities, LLC (Lansing MI)
MI
07/30/2007 - 08/31/2011
ING FINANCIAL PARTNERS, INC. (DEWITT MI)
MI
09/18/2006 - 07/31/2007
GLP INVESTMENT SERVICES, LLC (LAKE ODESSA MI)
MI
10/20/2005 - 09/20/2006
BROOKSTREET SECURITIES CORPORATION (LAKE ODESSA MI)
GA
12/14/1993 - 10/25/2005
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 06/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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