Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Leanne Cox is an investment advisor representative with First Heartland Consultants, Inc. Jamie has over 20 years of experience in the financial services industry. Jamie holds both Series 6 and Series 63 licenses and is also a Chartered Financial Consultant. Jamie specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
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.
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.
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.
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NM
06/25/2015 - Present
First Heartland Consultants, Inc. (ALBUQUERQUE NM)
IA
05/13/1999 - 01/14/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
TX
04/09/1999 - 05/13/1999
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
TX
04/08/1999 - 05/13/1999
VALIC INVESTMENT SERVICES COMPANY (HOUSTON TX)
IA
08/20/1998 - 03/23/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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