Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Marie Ziemann is a financial advisor registered with Charles Schwab & Co., Inc. and has been in the industry since 2005. Jamie is licensed in California and Colorado. Jamie's prior experience includes working with T. Rowe Price Investment Services, Inc.. Jamie has Series 6, 7 and 63 licenses, along with the SIE exam.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
04/24/2012 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
11/18/2005 - 04/03/2008
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BC
Issued 01/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/17/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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