Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Henning is a financial advisor with over 30 years of experience in the industry. Jamie is currently registered with Commonwealth Financial Network and is located in Beaver Dam, WI. Jamie has held previous registrations with LINSCO/PRIVATE LEDGER CORP., ELAN INVESTMENT SERVICES, INC. and PRUCO SECURITIES CORPORATION. Jamie holds Series 6, 7 and 63 licenses as well as the SIE exam. Jamie has worked with a wide range of clients, including individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WI
03/25/2009 - Present
Commonwealth Financial Network (BEAVER DAM WI)
SC
10/10/1995 - 03/17/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NJ
04/01/1993 - 10/10/1995
ELAN INVESTMENT SERVICES, INC. (MORRIS PLAINS NJ)
NJ
01/19/1993 - 02/17/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 01/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1993
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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