Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Tischner is a financial advisor with Cetera Investment Advisers LLC in LEHIGH ACRES, FL. Jamie is a registered representative with both FINRA and the State of Florida. Jamie has been in the financial industry since 2015. Jamie previously worked with Newport Group Securities, Inc., CUNA Brokerage Services, Inc., and Wells Fargo Clearing Services, LLC. Jamie has experience with investments, financial planning, and portfolio management. Jamie's specializations include investments in the following areas: Stocks, Bonds, Mutual Funds, Annuities, Life Insurance, and Variable Insurance Products.
LEHIGH ACRES, FL
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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2
FL
06/16/2023 - Present
Cetera Investment Advisers LLC (LEHIGH ACRES FL)
FL
10/22/2021 - 03/20/2023
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
FL
05/30/2018 - 10/08/2021
CUNA BROKERAGE SERVICES, INC. (FORT MYERS FL)
FL
10/14/2015 - 05/07/2018
WELLS FARGO CLEARING SERVICES, LLC (FORT MYERS FL)
IA
Issued 7/7/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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