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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Lynn Williams is an investment advisor representative for D.A. Davidson & Co. Jamie Lynn Williams is registered with the Financial Industry Regulatory Authority (FINRA) and has been in the industry since December 7, 2015. Jamie Lynn Williams holds the Series 66, Series 10, Series 9, SIE, and Series 7 licenses. Jamie Lynn Williams is registered in 46 states for both broker-dealer and investment advisor activities, and in 2 states for investment advisor activities only. Jamie Lynn Williams is a registered representative in Wyoming. Jamie Lynn Williams is also registered in Texas as an investment advisor representative. Jamie Lynn Williams has passed all the required securities exams, including the Uniform Combined State Law Examination, the General Securities Sales Supervisor - General Module Examination, the General Securities Sales Supervisor - Options Module Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Jamie Lynn Williams is affiliated with D.A. Davidson & Co. and has been with the firm since January 2014.
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
WY
07/30/2018 - Present
D.a. Davidson & Co. (SHERIDAN WY)
BOTH
Issued 04/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/14/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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