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 Hogan is a financial advisor with over 20 years of experience in the financial services industry. Jamie is currently registered with Raymond James Financial Services Advisors, Inc. in Missouri and has held previous positions with firms such as Raymond James & Associates, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jamie holds Series 7, Series 63, and Series 66 licenses.
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
MO
10/22/2020 - Present
Raymond James Financial Services Advisors, Inc. (Saint Louise MO)
MO
05/15/2015 - 10/21/2020
RAYMOND JAMES & ASSOCIATES, INC. (ST LOUIS MO)
MO
11/22/2011 - 06/12/2015
EVERTRADE DIRECT BROKERAGE, INC. (ST. LOUIS MO)
MO
05/21/2009 - 11/10/2011
EVERTRADE DIRECT BROKERAGE, INC. (ST. LOUIS MO)
MO
04/09/2009 - 05/11/2009
FIRST BROKERAGE AMERICA, L.L.C. (CHESTERFIELD MO)
MO
10/03/2005 - 05/30/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)
MO
12/16/1997 - 09/28/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 06/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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