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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Neal Richardson is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Jamie is a registered investment advisor and has been in the industry since June 3, 1994. Jamie has experience with a number of investment firms, including SunAmerica Securities, Inc., Dean Witter Reynolds Inc., J.B. Oxford & Company, and Olde Discount Corporation. Jamie holds a number of licenses and registrations, including Series 6, 7, 24, 31, 51, 63, and 65. Jamie currently works at the Frisco, TX branch office of Raymond James Financial Services Advisors, Inc.. Jamie is also an associate with Southside Bank and Southside Wealth Management, both located in Frisco, TX.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (FRISCO TX)
AZ
09/23/1998 - 09/18/2002
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
03/23/1998 - 09/29/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CA
08/24/1995 - 03/25/1998
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
MI
01/21/1993 - 04/11/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 10/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/11/1997
Series 4 - Registered Options Principal Examination
BC
Issued 10/08/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/1993
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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