Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Halverson is a financial advisor registered with D.a. Davidson & Co. Jamie has been a financial advisor for over 14 years. Jamie has been registered with D.a. Davidson & Co. since 2021. Previously, Jamie was registered with LPL FINANCIAL LLC and Ameriprise Financial Services, Inc. Jamie holds Series 7, 24, 31, 52, 53, and 66 licenses and has passed the SIE exam. Jamie is also a registered investment advisor in Oklahoma and Texas. Jamie has been awarded the distinction of being an active member of the American General Agents' and Managers' Association and the National Association of Insurance and Financial Advisors. Jamie specializes in working with high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, state and municipal governments, and other investment advisors. Jamie is committed to providing clients with personalized financial advice and guidance.
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.
A percentage of the total value of assets under management is charged.
1
2
OK
12/06/2021 - Present
D.a. Davidson & Co. (Jenks OK)
OK
02/12/2015 - 12/02/2021
LPL FINANCIAL LLC (JENKS OK)
MN
05/12/2010 - 02/09/2015
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
11/02/2007 - 12/23/2009
NEXT FINANCIAL GROUP, INC. (ST. LOUIS PARK MN)
BOTH
Issued 05/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2011
Series 4 - Registered Options Principal Examination
BC
Issued 10/06/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/29/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 11/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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