Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Lynne Stickler is a financial advisor with Calton & Associates, Inc. located in North Richland Hills, Texas. Jamie has been in the financial industry since 2001 and has experience providing financial advice to individuals, high-net-worth individuals, and pension and profit-sharing plans. Jamie is a licensed agent in Texas. Jamie's experience and expertise allow them to provide comprehensive financial planning services, including portfolio management, pension consulting, and selection of other advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
06/30/2023 - Present
Calton & Associates, Inc. (North Richland Hills TX)
TX
01/30/2019 - 07/21/2023
DOMINION INVESTOR SERVICES, INC. (NORTH RICHLAND HILLS TX)
TX
03/19/2010 - 02/05/2019
HILLTOP SECURITIES INDEPENDENT NETWORK INC. (NORTH RICHLAND HILLS TX)
IL
02/10/2007 - 01/22/2010
FIFTH THIRD SECURITIES, INC. (WAUKEGAN IL)
IL
07/26/2004 - 12/13/2006
WM FINANCIAL SERVICES, INC. (LAKE BLUFF IL)
TX
08/04/2000 - 10/15/2003
SWS FINANCIAL SERVICES (DALLAS TX)
BC
Issued 11/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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