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 Stollsteimer is a financial professional with over 8 years of experience in the financial services industry. Jamie Lynn is currently registered with SEI Investments Distribution Co. Jamie Lynn previously worked for VANGUARD MARKETING CORPORATION. Jamie Lynn holds the Series 6, Series 7, Series 63, and Series 6TO licenses. Jamie Lynn is registered with the state of Pennsylvania.
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.
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.
1
2
PA
04/03/2022 - Present
SEI Investments Distribution Co. (OAKS PA)
PA
12/18/2017 - 11/06/2020
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
09/13/2010 - 05/18/2015
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 01/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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