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 Sladky is a financial advisor who has been working in the industry since 1997. Jamie Lyn Sladky is currently registered with Raymond James Financial Services Advisors, Inc., and has offices in Boulder, Colorado and Westminster, Colorado. Prior to working at Raymond James, Jamie Lyn Sladky was employed by Waddell & Reed, Inc. in Overland Park, Kansas. Jamie Lyn Sladky's areas of expertise include financial planning, pension consulting, educational seminars, and selection of other advisers. Jamie Lyn Sladky also holds a number of licenses and certifications, including Series 6, Series 7, Series 24, and Series 66. Jamie Lyn Sladky is a Certified Divorce Financial Analyst and is also the owner of Innamorato Strategies, LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (BOULDER CO)
KS
01/28/1997 - 08/08/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 8/4/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/3/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/28/2004
Series 7 - General Securities Representative Examination
BC
Issued 1/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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