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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Richardson is a financial advisor with Cambridge Investment Research Advisors, Inc., with over 2 years of experience in the financial services industry. Jamie Richardson is licensed in Georgia, Illinois, Maryland, Mississippi, New York, North Carolina, Puerto Rico, South Carolina, Texas and Washington. Jamie Richardson also holds Series 7TO, SIE and Series 66 licenses. Jamie Richardson has experience working with high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, state or municipal government entities and charitable organizations. Jamie Richardson specializes in financial planning, portfolio management for individuals and businesses, educational seminars, market timing services, and selection of other advisors.
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.
Solicitation fees from 3rd party money managers
1
2
SC
03/07/2023 - Present
Cambridge Investment Research Advisors, Inc. (Mauldin SC)
BOTH
Issued 03/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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