Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Grupe is a financial advisor with Ameriprise Financial Services, LLC. Jamie has been in the financial services industry since 1999. Jamie is registered to provide financial advice in 29 states and has a Series 6, 7, 24 and 63 license. Jamie holds the designation of a Certified Financial Planner. Jamie has been with Ameriprise Financial Services, LLC since 2019. Jamie has previous experience working with LPL Financial LLC, Genworth Financial Securities Corporation, and H.D. Vest Investment Services. Jamie also has experience working with Mid America Financial.
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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2
WI
02/01/2019 - Present
Ameriprise Financial Services, LLC (Hudson WI)
WI
12/10/2010 - 02/12/2019
LPL FINANCIAL LLC (HUDSON WI)
WI
09/30/2003 - 12/16/2010
GENWORTH FINANCIAL SECURITIES CORPORATION (HUDSON WI)
TX
01/05/1999 - 10/08/2003
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BC
Issued 11/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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