Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Sutherland is a financial advisor with Ameriprise Financial Services, LLC. Jamie has been a registered representative in the financial industry since 2000. Jamie holds Series 7, 31 and 66 securities licenses. In addition, Jamie is also a registered investment advisor. Jamie's previous experience includes roles with Wells Fargo Advisors, LLC and Morgan Stanley DW Inc. Jamie provides financial planning, asset allocation and portfolio management services to individuals, trusts, estates, corporations, businesses, charitable organizations and pension and profit sharing plans.
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.
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2
IL
05/03/2016 - Present
Ameriprise Financial Services, LLC (CHICAGO IL)
IL
02/04/2005 - 05/02/2016
WELLS FARGO ADVISORS, LLC (CHICAGO IL)
NY
06/26/2000 - 02/07/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/11/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 06/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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