Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Magadanz is a financial advisor with Ameriprise Financial Services, LLC. Jamie has been in the industry for over 10 years and holds Series 7, SIE and Series 66 licenses. Jamie is registered to provide investment advice in Texas and Wisconsin. Jamie is a licensed agent and investment advisor representative with Ameriprise and specializes in providing financial planning, asset allocation services and educational seminars for individuals, corporations, charitable organizations, trusts/estates, insurance companies and pension and profit-sharing plans.
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.
Asset allocation services
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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WI
03/20/2023 - Present
Ameriprise Financial Services, LLC (Sun Prairie WI)
BOTH
Issued 03/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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