Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Hanson is a financial advisor with Osaic Wealth, Inc. Jamie has been in the industry since 2007 and holds Series 6, 7, and 63 securities licenses, as well as Series 65 for investment advisor representation. Jamie specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Jamie also has extensive experience providing educational seminars. Jamie is registered to provide advisory services in 17 states, including Texas and Wisconsin. Jamie previously worked with Woodbury Financial Services, Inc. and Cetera Advisor Networks 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.
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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WI
01/19/2024 - Present
Osaic Wealth, Inc. (FITCHBURG WI)
WI
12/06/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (FITCHBURG WI)
WI
08/04/2014 - 12/20/2019
CETERA ADVISOR NETWORKS LLC (FITCHBURG WI)
WI
06/15/2011 - 08/26/2014
ASSOCIATED INVESTMENT SERVICES, INC. (MADISON WI)
WI
04/24/2007 - 06/28/2011
TRANSAMERICA FINANCIAL ADVISORS, INC (VERONA WI)
IA
Issued 12/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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