Unclaimed
Jamie Lee Mladenoff is an investment advisor representative at Edward Jones. Jamie has been in the industry since 2011. Jamie is registered in 19 states and has passed the Series 66, Series 7 and SIE exams. Jamie is also registered as an investment advisor representative in Texas. Jamie works in the Hanover, Pennsylvania office of Edward Jones. Jamie specializes in financial planning, pension consulting and selection of other advisors. Jamie has experience working with clients in a variety of sectors, including individuals, corporations, partnerships, 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.
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.
See schedule d - miscellaneous
1
2
PA
01/09/2019 - Present
Edward Jones (Hanover PA)
BOTH
Issued 03/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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