Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Lyn Climer is a financial advisor with Impact Partnership Wealth, LLC. Jamie has over 20 years of experience in the financial services industry. Jamie previously worked at LPL Financial LLC, Wells Fargo Advisors Financial Network, LLC, and Northwestern Mutual Investment Services, LLC. Jamie has a Series 7, Series 63, Series 66, and Series 24 license. Jamie offers a wide range of financial services, including financial planning, portfolio management, and educational seminars. Jamie is committed to providing personalized financial advice to help clients achieve their financial goals. Jamie also has a Notary Public Commission.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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TN
10/03/2024 - Present
Impact Partnership Wealth, LLC (Cleveland TN)
TN
09/15/2021 - 02/09/2023
LPL FINANCIAL LLC (CHATTANOOGA TN)
TN
08/02/2021 - 09/17/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHATTANOOGA TN)
TN
09/08/2014 - 06/09/2021
LPL FINANCIAL LLC (CHATTANOOGA TN)
TN
09/08/2009 - 10/11/2010
LPL FINANCIAL CORPORATION (CHATTANOOGA TN)
TN
11/16/2004 - 09/08/2009
MUTUAL SERVICE CORPORATION (CHATTANOOGA TN)
WI
06/18/2004 - 11/12/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
GA
09/04/2002 - 05/05/2004
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 06/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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