Unclaimed
Jamie Lee Doss is a financial advisor with over 40 years of experience in the financial services industry. Jamie is currently registered with Ameriprise Financial Services, LLC and has been with the firm since March 2020. Previously, Jamie was registered with Ameriprise Financial Services, Inc. beginning in September 2005. Prior to that, Jamie was affiliated with IDS LIFE INSURANCE COMPANY and IDS FINANCIAL SERVICES INC. Jamie holds several licenses and certifications including Series 6, 7, 22 and SIE. Jamie is active in several business and community 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.
Asset allocation services
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.
1
2
GA
04/17/2003 - Present
Ameriprise Financial Services, LLC (ROME GA)
MN
11/20/1981 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
11/20/1981 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 10/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/13/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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