Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Maria Carpenter is a financial professional registered with First Command Advisory Services and holds Series 7TO, SIE, and Series 66 licenses. Jamie has been in the financial industry since 2019 and specializes in financial planning and portfolio management. Jamie provides a wide range of services to individuals and businesses, and is committed to helping clients achieve their financial goals. Jamie is also the owner of Jamie Carpenter & Associates, an investment-related business.
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.
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
MO
03/27/2019 - Present
First Command Advisory Services (St Robert MO)
BOTH
Issued 03/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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