Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Lynn Creelman is a financial professional with over 20 years of experience in the industry. Jamie Lynn currently works at Tiaa-Cref Individual & Institutional Services, LLC. Prior to joining Tiaa-Cref, Jamie Lynn was employed by CHARLES SCHWAB & CO., INC. Jamie Lynn holds the Series 63, Series 24, Series 23, Series 10, Series 9, Series 99TO, SIE and Series 7 licenses and is registered in Colorado and Maine. Jamie Lynn specializes in Financial Planning, selection of other advisers and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
04/08/2009 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
AZ
06/30/1999 - 06/01/2007
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BC
Issued 06/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2023
Series 24 - General Securities Principal Examination
BC
Issued 11/03/2023
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 04/22/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/25/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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